Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Shalowitz is a financial advisor with Union Square Advisors LLC, a firm headquartered in San Francisco, California. Jonathan has over 3 years of experience in the financial industry and has a strong track record of helping clients achieve their financial goals. Jonathan is a Series 79TO, Series 63, and SIE licensed professional. He is registered to do business in California and New York. Jonathan was previously with Woodside Capital Securities LLC in Palo Alto, California.
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.
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.
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CA
08/01/2024 - Present
Union Square Advisors LLC (SAN FRANCISCO CA)
CA
12/16/2020 - 07/29/2024
WOODSIDE CAPITAL SECURITIES LLC (PALO ALTO CA)
BC
Issued 01/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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