Unclaimed
Jonathan David Lahey is a financial advisor at Morgan Stanley Distribution, Inc. Jonathan is registered in 52 states and has been active in the industry since 2016. Jonathan holds Series 7 and Series 63 licenses as well as the SIE exam. Jonathan previously worked at Eaton Vance Distributors, Inc..
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.
1
2
MA
07/03/2024 - Present
Morgan Stanley Distribution, Inc. (Boston MA)
MA
01/12/2016 - 07/03/2024
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 04/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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