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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kulick is a financial advisor with Wells Fargo Clearing Services, LLC. Jonathan has over 30 years of experience in the financial services industry and is registered in multiple states. Jonathan is also a Certified Financial Planner (CFP®) and holds the Series 6, 7, 22, 63, and 65 securities licenses. Jonathan's experience includes time spent with PNC Investments and NatCity Investments, Inc. Jonathan provides financial planning, investment consulting services to institutional clients, and portfolio management for 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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
05/17/2016 - Present
Wells Fargo Clearing Services, LLC (ANN ARBOR MI)
MI
11/13/2009 - 01/13/2016
PNC INVESTMENTS (ANN ARBOR MI)
MI
06/02/1998 - 11/13/2009
NATCITY INVESTMENTS, INC. (ANN ARBOR MI)
OH
12/01/1995 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NA
10/26/1995 - 11/17/1995
FIRST OF AMERICA BROKERAGE SERVICE, INC.
MN
01/05/1988 - 10/27/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 08/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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