Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Anthony Sgro is a financial advisor at Fidelity Personal And Workplace Advisors, based in Salt Lake City, UT. Jonathan has been in the financial industry for over 4 years. Before joining Fidelity, Jonathan worked for T. Rowe Price Investment Services, INC. in Colorado Springs, CO. Jonathan is a Series 6, 7, 24, 63, and 66 licensed advisor. Jonathan is registered to provide investment advice in all 50 states and the District of Columbia.
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
UT
09/24/2020 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CO
03/14/2016 - 02/03/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 02/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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