Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Arnold is a financial advisor with over eight years of experience in the financial services industry. Jonathan is currently registered with Charles Schwab & Co., Inc. in Texas and is licensed to provide investment advice and securities trading services. Jonathan has a Series 7, Series 63, and Series 66 securities licenses and has previously been employed with Fidelity Brokerage Services LLC. Jonathan has a broad background in the financial services industry, including experience with Fidelity Personal and Workplace Advisors and Charles Schwab Bank. Jonathan is passionate about helping clients achieve their financial goals. Jonathan specializes in providing financial planning, portfolio management, and wealth management services. Jonathan's clients typically include high-net-worth individuals, families, and businesses. Jonathan is dedicated to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
02/02/2022 - Present
Charles Schwab & CO., Inc. (The Woodlands TX)
TX
10/14/2014 - 01/07/2022
FIDELITY BROKERAGE SERVICES LLC (THE WOODLANDS TX)
BOTH
Issued 09/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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