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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wakin is a financial advisor registered with First Citizens Investor Services, Inc. Jonathan has been in the financial services industry since 2014, and holds the Series 7, Series 63, Series 65, and SIE licenses. Jonathan has experience working with high-net-worth individuals, corporations, insurance companies, and charitable organizations. Jonathan provides a range of financial services, including portfolio management, financial planning, and selection of other advisors. Jonathan is a financial advisor that is registered with the state of North Carolina, Florida, Maryland, Tennessee, and Virginia. Jonathan's office is located at 4004 North Roxboro Road, Durham, NC 27704.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
10/14/2021 - Present
First Citizens Investor Services, Inc. (Durham NC)
NC
12/03/2019 - 03/16/2021
PARK AVENUE SECURITIES LLC (RALEIGH NC)
NC
07/14/2017 - 10/02/2019
EDWARD JONES (RALEIGH NC)
NC
01/06/2014 - 04/03/2017
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
IA
Issued 08/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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