Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cleveland is a financial advisor with over 23 years of experience in the industry. Jonathan is currently registered with Houlihan Lokey Capital, Inc. in Dallas, Texas. Jonathan is Series 7, 24, 63, 79TO, and SIE licensed. Jonathan has been registered in Minnesota since 12/7/1999.
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
TX
10/15/1999 - Present
Houlihan Lokey Capital, Inc. (Dallas TX)
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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