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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 Rose is a financial advisor with Osaic Wealth, Inc. based in Minneapolis, Minnesota. Jonathan has over 25 years of experience in the financial services industry and holds a Series 7, Series 24 and Series 66 license. He is also a Certified Financial Planner™. Jonathan specializes in providing financial planning and investment management services to individuals and businesses. He also offers services to charitable organizations, pension and profit sharing plans, and corporations.
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.
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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2
MN
11/03/2023 - Present
Osaic Wealth, Inc. (MINNEAPOLIS MN)
MN
09/11/1998 - 11/03/2023
FSC SECURITIES CORPORATION (MINNEAPOLIS MN)
MN
05/15/1998 - 08/27/1998
AEGIS INVESTMENTS, INC. (ST LOUIS PARK MN)
MN
02/03/1997 - 03/27/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 05/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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