Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bruce Cott is a financial professional with over 20 years of experience in the industry. Jonathan is a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC. Jonathan's expertise is evident in the variety of designations and licenses they hold, including Series 7, Series 63, Series 65, Series 24, and Series 53, along with the Certified Financial Planner designation. Jonathan provides financial planning services to individuals, families, and businesses. Their areas of focus include retirement planning, college savings, and estate planning. They are also experienced in portfolio management, insurance, and other financial products and services. Jonathan is committed to providing their clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TX
02/24/2020 - Present
Equitable Advisors, LLC (DALLAS TX)
NY
11/06/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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