Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Callahan is a financial advisor with over 20 years of experience in the financial services industry. Jonathan is currently registered with Wells Fargo Securities, LLC, in Charlotte, North Carolina. Prior to joining Wells Fargo Securities, LLC, Jonathan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Securities LLC, SCOTTRADE, INC., BANC of America Investment Services, INC., PFIC SECURITIES CORPORATION, and First Investors Corporation. Jonathan holds a variety of licenses and certifications, including Series 6, 7, 14, 24, 63, 99TO and SIE. Jonathan is a member of the Financial Industry Regulatory Authority (FINRA).
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
03/18/2014 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
NY
11/01/2010 - 03/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
01/25/2007 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (SAN FRANCISCO CA)
NC
04/26/2005 - 06/29/2006
SCOTTRADE, INC. (CHARLOTTE NC)
MA
10/10/2001 - 04/15/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
TN
06/02/2000 - 06/11/2001
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NJ
11/16/1999 - 01/10/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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