Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Withrow is a registered representative at Millennium Advisors, LLC. He is based in Charlotte, North Carolina. Jonathan has passed the Series 63, Series 52TO, SIE, and Series 7 exams. He is also registered with the state of North Carolina. Jonathan has experience in the financial services industry, having previously worked at BOFA SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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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2
NC
06/02/2022 - Present
Millennium Advisors, LLC (CHARLOTTE NC)
NY
05/10/2019 - 06/30/2020
BOFA SECURITIES, INC. (NEW YORK NY)
NY
09/14/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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