Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Leopold is a registered representative with Citigroup Global Markets Inc. Jonathan Leopold is actively registered with the state of California and 52 other states as well as FINRA. Jonathan Leopold's registration with FINRA began on August 29, 2022. Jonathan Leopold has passed the Series 79TO, SIE and Series 63 exams. Jonathan Leopold has experience in the securities industry since August 28, 2022.
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.
Asset allocation advice
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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CA
08/29/2022 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
BC
Issued 09/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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