Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Clark is a financial advisor who has been in the industry since 2021. Jonathan is currently registered with World Equity Group, Inc. and is licensed in Montana. Jonathan has experience with investment company products/variable contracts, securities industry essentials and has obtained his Series 63 license. Before working with World Equity Group, Inc., Jonathan was an advisor with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Jonathan has extensive experience with providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
MT
01/08/2024 - Present
World Equity Group, Inc. (Bozeman MT)
MT
03/30/2022 - 10/10/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOZEMAN MT)
BC
Issued 04/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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