Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Phan is a financial professional with over 28 years of experience in the securities industry. Jonathan Phan is a registered representative of MML Investors Services, LLC and has been with the firm since February 2009. Jonathan Phan has a broad range of experience, including working as an insurance broker, a venture capitalist, and a financial planner. Jonathan Phan is also a Chartered Financial Consultant (ChFC). Jonathan Phan is registered to offer securities and investment advisory services in all 50 states.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
03/24/2015 - Present
MML Investors Services, LLC (FAIRFAX VA)
VA
06/02/1999 - 01/29/2009
PARK AVENUE SECURITIES LLC (FAIRFAX VA)
NJ
07/21/1997 - 05/03/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
01/01/1991 - 05/02/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 12/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 07/23/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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