Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Daniels is a financial advisor with Stifel Independent Advisors, LLC. Jonathan has been in the financial industry since June 15, 2010. Jonathan is registered to provide investment advice in 24 states. Jonathan is also a Certified Financial Planner. Jonathan has a strong background in financial planning, portfolio management, and retirement planning. Jonathan is committed to providing clients with personalized 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.
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.
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
IL
01/27/2022 - Present
Stifel Independent Advisors, LLC (O'FALLON IL)
MO
10/05/2011 - 09/16/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
12/21/2009 - 10/06/2011
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
BOTH
Issued 04/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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