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 Heines is a financial advisor with New Edge Wealth in Stamford, CT. Jonathan has been in the industry since 2016. Jonathan holds Series 7, 9, 10, 24 and 66 licenses. Jonathan specializes in providing financial services to high-net-worth individuals, corporations, and pension and profit-sharing plans. Jonathan also serves as an Investment Advisor Representative for New Edge Wealth in Darien, Connecticut. Jonathan is registered with the State of Connecticut.
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.
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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CT
06/16/2021 - Present
NEW Edge Wealth (STAMFORD CT)
NJ
04/30/2016 - 06/10/2021
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 05/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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