Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Boettger is a financial professional with over 14 years of experience in the financial services industry. Jonathan is currently registered with Citigroup Global Markets Inc. Jonathan has also worked at PNC Capital Markets LLC, PNC Investments, and Merrill Lynch. Jonathan has passed the Series 6, 7, 9, 63, and 65 exams and holds a SIE certification. Jonathan specializes in providing financial planning, portfolio management, and asset allocation advice. Jonathan also provides advisory services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension 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.
Asset allocation advice
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
09/15/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
PA
03/05/2019 - 08/25/2020
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
NC
01/12/2018 - 02/15/2019
PNC INVESTMENTS (CHARLOTTE NC)
AZ
07/12/2013 - 12/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
PA
06/01/2006 - 11/13/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 02/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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