Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Davies is a financial professional with over 7 years of experience in the industry. Jonathan is currently registered with Fidelity Brokerage Services LLC. Jonathan has held previous roles with National Financial Services LLC and Fidelity Distributors Company LLC. Jonathan holds the Series 7, Series 24 and Series 99TO licenses.
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.
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RI
02/23/2018 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
02/23/2018 - 10/29/2021
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
09/09/2015 - 10/29/2021
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
BC
Issued 04/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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