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 Gerbie is a financial advisor with Lion Street Financial, LLC located in Northbrook, Illinois. He has been working in the financial services industry since December 2019. Jonathan Gerbie holds the Series 7TO, Series 63, and SIE licenses. He is registered in Connecticut, Illinois, and Virginia.
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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2
IL
09/23/2020 - Present
Lion Street Financial, LLC (NORTHBROOK IL)
IL
08/19/2019 - 06/09/2020
AXA ADVISORS, LLC (DEERFIELD IL)
BC
Issued 12/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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