Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Barnett is a financial professional with over 15 years of experience in the industry. Jonathan is a Certified Financial Planner™ professional and holds Series 7, Series 65 and Series 66 licenses. Jonathan's current employment is with Park Avenue Securities LLC. Jonathan works with individuals and families in their financial planning needs. He is licensed in Florida, Hawaii, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont, Virginia and Washington.
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.
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
MA
10/05/2021 - Present
Park Avenue Securities LLC (NEEDHAM MA)
BOTH
Issued 09/18/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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