Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cheng is an active Registered Representative with RBC Capital Markets, LLC. Jonathan has experience in the financial services industry since December 2017. Jonathan has the Series 7, Series 63, Series 79, and Series 7TO licenses and holds a current registration in New York. Previously, Jonathan was associated with BEAR, STEARNS & CO. INC. from July 2005 to June 2008.
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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NY
11/20/2020 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
07/18/2005 - 06/10/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 03/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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