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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 David Cooney is an investment professional with over 18 years of experience in the financial services industry. Jonathan currently works for Morgan Stanley, a leading global financial services firm, as a Registered Representative. He previously worked for CITIGROUP GLOBAL MARKETS INC. and WACHOVIA SECURITIES, LLC. Jonathan holds Series 7, 63, and 65 licenses as well as the SIE exam. Jonathan is registered in 44 states and the District of Columbia and is a member of 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/23/2020 - Present
Morgan Stanley (Palm Harbor FL)
FL
08/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
MO
01/01/2005 - 08/06/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 04/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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