Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bennett Shapero is a financial advisor with Maxim Financial Advisors LLC. Jonathan has been in the industry since 2020. Jonathan is registered with the state of New York and holds the Series 66, 7TO, 79TO, and SIE licenses. Maxim Financial Advisors LLC is a registered investment advisor with over $371 million in assets under management. They primarily provide investment advice to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/19/2021 - Present
Maxim Financial Advisors LLC (NEW YORK NY)
BOTH
Issued 09/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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