Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Zimlich is a financial advisor with Park Avenue Securities LLC. Jonathan is a Certified Financial Planner and has been in the financial services industry since 1994. Jonathan is registered with the state of Alabama and several other states, including Arizona, California, Connecticut, Florida, Georgia, Mississippi, New Mexico, New York, North Carolina, Ohio, South Carolina, Texas, and Virginia. Jonathan is a licensed representative of Park Avenue Securities LLC, a registered broker/dealer and investment advisor. Jonathan is also a registered investment advisor representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AL
05/17/2024 - Present
Park Avenue Securities LLC (MOBILE AL)
NY
04/28/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 11/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/08/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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