Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Charles Weiss is a financial advisor with Aegis Capital Corp. Jonathan has been in the industry since October 12, 2017, and holds Series 66, Series 7, and SIE licenses. Jonathan is registered in Connecticut, Florida, and Rhode Island. Jonathan is also a licensed insurance agent in New York. Jonathan specializes in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jonathan has over 15 years of experience in the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/24/2024 - Present
Aegis Capital Corp. (TAMPA FL)
MA
09/12/2017 - 12/08/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONGMEADOW MA)
BOTH
Issued 11/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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