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 Citrin is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since September 2006. Jonathan has a wide range of experience in the financial services industry and is licensed in multiple states. Jonathan is also a Certified Financial Planner™ professional. Jonathan provides financial planning services to individuals, businesses and institutions.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
10/01/2020 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
MI
08/10/2015 - 10/05/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Bloomfield Hills MI)
NY
08/24/2000 - 06/22/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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