Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kline is a financial advisor based in Boston, Massachusetts and is a registered representative of Santander Securities LLC. Jonathan has been in the financial industry since 2001. Jonathan's primary focus is providing financial advice to individuals and businesses. Jonathan offers a wide range of services, including financial planning, portfolio management, and selection of other advisors. Jonathan holds licenses for Securities Industry Essentials (SIE), General Securities Representative (Series 7), Municipal Securities Representative (Series 52TO) and Uniform Combined State Law Examination (Series 66). Jonathan is also a principal for Series 24 and Series 53. Jonathan's prior experience includes employment with Commonwealth Financial Network, AXA Advisors, LLC, Ogilvie Security Advisors Corporation, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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.
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.
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2
MA
09/22/2020 - Present
Santander Securities LLC (Boston MA)
MA
04/29/2013 - 09/08/2020
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
09/29/2009 - 04/30/2013
AXA ADVISORS, LLC (WELLESLEY MA)
MA
03/08/2007 - 02/10/2009
OGILVIE SECURITY ADVISORS CORPORATION (BOSTON MA)
MA
03/29/2004 - 02/20/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MILTON MA)
MN
03/29/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/02/2001 - 10/21/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/02/2001 - 10/21/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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