Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Christopher Pawlika is a financial advisor with Raymond James Financial Services Advisors, Inc. Jonathan has been in the securities industry since 1995. Jonathan's office is located in Sherrill, NY and is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Idaho, Kentucky, Maryland, Massachusetts, Minnesota, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Jonathan is also an Investment Advisor Representative in New York. Jonathan's current and past employers include ROBERT THOMAS SECURITIES, INC, PLANNED RESULTS INC., and RAYMOND JAMES FINANCIAL SERVICES, INC. Jonathan has a series 63, 65, 7, 24, 31, and 51 licenses. Jonathan's specializations are in financial planning, portfolio management, pension consulting, and selection of other advisors.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
11/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Sherrill NY)
FL
09/21/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 10/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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