Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mirer is a financial advisor at Ameriprise Financial Services, LLC. Jonathan has over 20 years of experience in the financial services industry. Jonathan is registered to provide investment advice in 14 states. Jonathan is committed to providing clients with personalized financial advice and guidance. Jonathan has a diverse background in the industry, having worked for several prominent firms including Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., CIBC Oppenheimer Corp., Raymond James & Associates, Inc., Connor Greenfield Securities Corporation, Oppenheimer & Co., Inc., Rotan Mosle Inc., Dean Witter & Co. Incorporated. Jonathan's previous experience provides him with a strong foundation in financial planning, portfolio management, and investment strategies.
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.
Asset allocation services
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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NV
07/19/2016 - Present
Ameriprise Financial Services, LLC (Henderson NV)
NV
07/01/2003 - 08/05/2016
WELLS FARGO ADVISORS, LLC (HENDERSON NV)
NY
09/01/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/23/1998 - 08/25/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/18/1993 - 04/15/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
FL
11/02/1990 - 03/29/1993
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
07/23/1990 - 11/22/1991
CONNOR GREENFIELD SECURITIES CORPORATION
NY
12/20/1985 - 11/15/1989
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
03/18/1983 - 01/09/1986
ROTAN MOSLE INC.
NA
11/04/1974 - 03/24/1983
OPPENHEIMER & CO., INC.
NA
01/19/1972 - 12/11/1974
DEAN WITTER & CO. INCORPORATED
IA
Issued 04/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1977
PC - AMEX Put and Call Exam
BC
Issued 01/13/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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