Unclaimed
Jonathan Greenstein is a financial professional with Fidelity Brokerage Services LLC, a well-known and respected financial institution. Jonathan has a strong background in the financial industry and has been active in the industry since March 24, 2016. Jonathan holds Series 6, 7TO, and SIE licenses, demonstrating a commitment to knowledge and professional development. Jonathan is dedicated to providing clients with personalized financial guidance and support.
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.
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2
MA
03/25/2016 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
BC
Issued 04/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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