Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stewart is a financial advisor with over 30 years of experience in the industry. Jonathan has a Series 6, Series 26, Series 63, and Series 65 license and is currently registered with Money Concepts Capital Corp., a firm based in Palm Beach Gardens, FL. Jonathan is registered with the Securities and Exchange Commission (SEC) and has worked for several other companies in the past, including ING Financial Partners, Inc., Locust Street Securities, Inc., WMA Securities, Inc., and PFS Investments Inc. Jonathan has experience in providing general consulting services, financial planning, portfolio management for businesses and individuals, and other advisory services. Jonathan currently has 13 approved state registrations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
07/29/2009 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
ME
01/01/2004 - 07/13/2009
ING FINANCIAL PARTNERS, INC. (SACO ME)
IA
02/26/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
GA
09/02/1997 - 02/20/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
09/04/1990 - 09/11/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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