Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bernard Gatz is a financial advisor registered in 12 states, including Arizona, Kansas, Missouri, Oklahoma and Texas. Jonathan has been in the financial services industry since February 17, 2006, and currently works for OFG Financial Services, Inc. Jonathan has experience working with various financial firms, including Royal Alliance Associates, Inc., National Planning Corporation and SunAmerica Capital Services, Inc. Jonathan specializes in providing financial planning, pension consulting, and portfolio management services 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.
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.
Timing services provided by others
1
2
KS
08/01/2019 - Present
OFG Financial Services, Inc. (Overland Park KS)
KS
10/16/2017 - 08/05/2019
ROYAL ALLIANCE ASSOCIATES, INC. (OLATHE KS)
KS
09/04/2009 - 10/18/2017
NATIONAL PLANNING CORPORATION (OVERLAND PARK KS)
NJ
01/31/2007 - 04/23/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CT
09/30/2005 - 01/22/2007
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
IA
Issued 03/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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