Unclaimed
Jonathan Dakota Messer is a registered representative with Equitable Distributors, LLC, based in Charlotte, NC. Jonathan has been in the financial services industry since December 18, 2022. Jonathan is registered to sell securities in 9 states, including Colorado, Idaho, Montana, Nevada, New Mexico, North Carolina, Oklahoma, Utah, and Wyoming. Jonathan holds Series 63, Series 6TO, and SIE licenses.
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.
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.
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2
NC
12/19/2022 - Present
Equitable Distributors, LLC (Charlotte NC)
BC
Issued 01/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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