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 Moyer is a financial advisor with over 30 years of experience in the financial services industry. Jonathan is registered with Principal Securities, Inc. in Pennsylvania and Texas. Jonathan has worked with individuals, families, corporations, and charitable organizations. Jonathan is a Certified Financial Planner™ and a Chartered Financial Consultant. In addition to financial planning, Jonathan also provides portfolio management services. Jonathan has a passion for helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
06/17/2021 - Present
Principal Securities, Inc. (WYOMISSING PA)
PA
11/04/1994 - 06/30/1998
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
NA
05/11/1994 - 11/07/1994
TRAVELERS EQUITIES SALES, INC.
CA
10/16/1992 - 11/07/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NY
01/03/1989 - 06/17/1992
MONY SECURITIES CORP. (NEW YORK NY)
NY
01/03/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 02/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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