Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Leis is a financial advisor at Kestra Advisory Services, LLC. Jonathan Leis has been in the financial services industry since 2002. Jonathan Leis is registered with Kestra Advisory Services, LLC in New York. Jonathan Leis also has a Series 63, Series 65, and Series 7 license. Jonathan Leis provides financial planning and investment advice to a range of clients, including individuals, corporations, and retirement plans.
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.
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.
1
2
NY
06/07/2021 - Present
Kestra Advisory Services, LLC (Smithtown NY)
NY
01/02/2013 - 02/13/2019
CITIGROUP GLOBAL MARKETS INC. (SMITHTOWN NY)
NY
03/29/2006 - 01/07/2013
HSBC SECURITIES (USA) INC. (EAST SETAUKET NY)
IL
05/03/2004 - 03/03/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
10/30/2002 - 05/06/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Leis is the right advisor for you? Invested Better is here to help.
