Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Batista is a registered representative with Alliancebernstein LP, with offices in Los Angeles. Jonathan has been in the securities industry since June 2017 and has over 20 years of industry experience. He is currently registered with the states of Arizona, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington and Wyoming. Jonathan is also registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 7, Series 31, Series 66, and SIE examinations. Jonathan specializes in investment management for individuals, businesses, investment companies, and pooled investment vehicles. He also provides financial planning services.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
10/08/2023 - Present
Alliancebernstein LP (LOS ANGELES CA)
BOTH
Issued 06/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 06/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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