Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Andrew Stocking is a financial advisor with Fidelity Personal And Workplace Advisors. Jonathan is based in Lakeside Park, Kentucky and has been in the financial services industry since May 2021. Jonathan is a registered investment advisor and securities representative in Kentucky and Texas. Jonathan holds Series 63, 66, 7, 9, and 10 licenses. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Jonathan has previously worked at Northwestern Mutual Investment Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KY
08/21/2024 - Present
Fidelity Personal AND Workplace Advisors (LAKESIDE PARK KY)
OH
08/25/2020 - 11/06/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)
BOTH
Issued 08/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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