Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wu is a financial professional with experience in the securities industry. Jonathan is currently registered with Truist Securities, Inc. and holds Series 7, 66, and 79TO licenses. Jonathan has previously been registered with Oppenheimer & Co. Inc. Jonathan's prior registration with Oppenheimer & Co. Inc. allowed Jonathan to provide both broker-dealer and investment advisory services.
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.
1
2
GA
09/26/2022 - Present
Truist Securities, Inc. (ATLANTA GA)
GA
11/02/2020 - 09/23/2022
OPPENHEIMER & CO. INC. (ATLANTA GA)
BOTH
Issued 12/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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