Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan C Schneider is a financial advisor in Madison, Wisconsin. Jonathan has been in the financial industry since December 2006. Jonathan is currently registered with Calton & Associates, Inc., and holds the Series 6, Series 63, and SIE licenses. Jonathan has been registered with Calton & Associates, Inc. since July 2019. Prior to that, Jonathan worked at CAPITAL FINANCIAL SERVICES, INC. Jonathan is a registered representative in 13 states. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Jonathan’s clientele consists of both high-net-worth individuals and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WI
07/08/2019 - Present
Calton & Associates, Inc. (Madison WI)
WI
12/21/2006 - 07/08/2019
CAPITAL FINANCIAL SERVICES, INC. (MADISON WI)
BC
Issued 12/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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