Unclaimed
Jonathan Cyril Ritz is a financial professional with over 20 years of experience in the industry. Jonathan has held several positions with companies such as Mellon Funds Distributor, L.P., MBSC, LLC and Dreyfus Service Corporation. Currently, Jonathan is a registered representative with BNY Mellon Securities Corp. Jonathan holds the Series 3, 7, 24, 30 and 63 licenses. Jonathan is registered with the state of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
NY
07/02/2007 - Present
BNY Mellon Securities Corp. (New York NY)
PA
05/26/2004 - 07/02/2007
MELLON FUNDS DISTRIBUTOR, L.P. (PITTSBURGH PA)
NY
03/01/2004 - 12/31/2005
MBSC, LLC (NEW YORK NY)
NY
01/10/2002 - 03/09/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 01/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 08/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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