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 Kousgaard is a registered representative with Charles Schwab & Co., Inc. and TD Ameritrade Clearing, Inc. Jonathan has been in the securities industry since January 2019. Jonathan is licensed to offer securities products and services in Nebraska. Previously, Jonathan was affiliated with TD AMERITRADE, INC. Jonathan has passed the Series 3, Series 7TO, Series 34 and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NE
03/29/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
01/25/2019 - 06/15/2021
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 03/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2018
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 03/05/2018
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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