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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Charles Schuler is a financial advisor at Fidelity Personal and Workplace Advisors. Jonathan has been in the financial industry since 2008. Jonathan is licensed to provide investment advice in Georgia and Texas. In addition, Jonathan is registered as a Broker-Dealer in 29 states and has held various positions in the financial industry. Jonathan has a strong track record of providing financial advice to clients. Jonathan specializes in retirement planning, investment management, and estate planning. Jonathan is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
MI
12/07/2007 - 05/19/2014
E*TRADE SECURITIES LLC (FARMINGTON MI)
IA
Issued 09/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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