Unclaimed
Jonathan Brett Mosenson is a registered representative with Hornor, Townsend & Kent, LLC. Jonathan has been in the industry since March 30, 2014. Jonathan is licensed to provide securities and investment advisory services in 20 states. Jonathan has a Series 6, Series 63, and SIE license. Jonathan is also an insurance broker and has experience in sales and service of brokerage, life, accident, health/DI/LTC, and annuity accounts. Jonathan is a director and silent partner in Mosenson Family Hockey LLC, an investment in a hockey equipment company.
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.
Trail commissions, distribution assistance fees
1
2
NY
03/19/2021 - Present
Hornor, Townsend & Kent, LLC (NEW YORK NY)
NY
03/31/2014 - 02/02/2018
PRINCIPAL SECURITIES, INC. (Melville NY)
BC
Issued 04/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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