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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Teran is an investment advisor representative with Lido. Jonathan has been in the industry since 1999. Jonathan is a certified financial planner. Jonathan's previous work includes roles at AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. and CENTAURUS FINANCIAL, INC.. Jonathan is registered with the state of California, Florida and Texas. Jonathan focuses on investment companies, corporations or other businesses, and individuals other than high-net-worth individuals. Jonathan is licensed with the state of California as an Investment Advisor Representative, has Series 6 and 7 licenses, and has passed the Uniform Securities Agent State Law Examination (Series 63) and Uniform Combined State Law Examination (Series 66).
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.
Strategic management for diversified investment portfolios.
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.
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CA
08/27/2020 - Present
Lido (LOS ANGELES CA)
CA
01/02/2008 - 12/31/2010
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (COVINA CA)
CA
07/31/2000 - 12/31/2007
CENTAURUS FINANCIAL, INC. (COVINA CA)
NY
01/29/1999 - 08/03/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/29/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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