Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Berman is a financial professional with over 15 years of experience in the industry. Jonathan holds the Series 7, Series 24 and SIE licenses and has been registered with Fidelity Brokerage Services LLC since 2007. Jonathan is based in Smithfield, Rhode Island.
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.
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.
1
2
RI
03/27/2019 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
05/30/2007 - 11/01/2017
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 10/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jonathan Berman is the right advisor for you? Invested Better is here to help.
