Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Farina is a financial advisor who has been working in the industry since August 2006. Jonathan is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since July 2007. Previously, Jonathan worked at RYAN BECK & CO.. Jonathan has a Series 66, Series 7, and SIE license and holds licenses in several states. Jonathan works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jonathan offers a range of services, including financial planning, portfolio management, and investment advisory.
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.
1
2
PA
07/31/2007 - Present
Stifel, Nicolaus & Company, Inc. (YARDLEY PA)
PA
08/15/2006 - 07/31/2007
RYAN BECK & CO. (YARDLEY PA)
BOTH
Issued 09/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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