Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Goldman is an investment advisor representative currently associated with MML Investors Services, LLC. Jonathan has been in the financial services industry for over 6 years. Jonathan is registered with FINRA and is also licensed to sell securities in 30 states. Jonathan’s previous experience includes working at MassMutual/Goldbook Financial. Jonathan holds the Series 66, Series 24, Series 7, and SIE licenses. Jonathan offers financial planning, portfolio management, selection of other advisers, and educational seminars. Jonathan works with clients of all types including individuals, businesses, corporations, pension and profit sharing plans, insurance companies, and charitable organizations.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
AZ
03/20/2023 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
AZ
07/27/2017 - 03/10/2020
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
BOTH
Issued 08/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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