Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Blum is a financial advisor with Fidelity Brokerage Services LLC. Jonathan has been in the financial services industry for over 3 months, having begun his career on April 28, 2023. Jonathan holds a Series 7TO, Series 63, and SIE license. He is registered to offer securities in 53 states and the District of Columbia. Jonathan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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UT
04/29/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 05/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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