Unclaimed
Jonathan Brichkin is a financial professional with experience in the industry since December 2015. He is currently registered with Invesco Distributors, Inc. in New York, New York. Previously, Jonathan Brichkin has worked with ROBERT A. STANGER & COMPANY, INC. in Shrewsbury, New Jersey, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Pennington, New Jersey, and EDI FINANCIAL, INC. in Lake Como, New Jersey. Jonathan Brichkin holds the Series 7, Series 24, SIE, Series 86, and Series 87 securities licenses.
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.
1
2
NY
04/13/2022 - Present
Invesco Distributors, Inc. (NEW YORK NY)
NJ
09/19/2016 - 05/03/2021
ROBERT A. STANGER & COMPANY, INC. (SHREWSBURY NJ)
NJ
06/16/2015 - 09/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
11/01/2013 - 05/06/2014
EDI FINANCIAL, INC. (LAKE COMO NJ)
BOTH
Issued 07/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 03/05/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/05/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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