Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Adler is a financial advisor with Fidelity Brokerage Services LLC. Jonathan has been in the financial services industry since 2017. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following securities licenses: Series 6, Series 7, Series 9, Series 10, Series 63, and the Securities Industry Essentials (SIE) Exam. Jonathan is also registered to sell securities in 53 states and territories.
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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FL
06/23/2020 - Present
Fidelity Brokerage Services LLC (YULEE FL)
FL
01/11/2016 - 04/09/2019
DIRECTED SERVICES LLC (Jacksonville FL)
BC
Issued 07/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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