Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Carroll is a financial advisor with PFS Investments Inc., a Registered Investment Advisor with over 8.4 Billion in Regulatory Assets Under Management. Jonathan is registered to provide investment advice in Florida, Georgia, and Maryland. Jonathan has been in the financial services industry for over 2 years. Jonathan holds the Series 6, Series 63, and SIE 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.
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.
A percentage of the total value of assets under management is charged.
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MD
07/30/2021 - Present
PFS Investments Inc. (RANDALLSTOWN MD)
BC
Issued 11/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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