Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Dexter Polson is a registered investment advisor representative. Jonathan has been in the securities industry since July 31, 2007. Jonathan is currently registered with Silver Oak Securities, Inc. Jonathan has been associated with Silver Oak Securities, Inc. since January 27, 2016. Prior to that, Jonathan worked for FINTRUST BROKERAGE SERVICES, LLC, MERCAP SECURITIES, LLC, LPL FINANCIAL LLC, FORTUNE FINANCIAL SERVICES, INC., PURSHE KAPLAN STERLING INVESTMENTS, WELLS FARGO ADVISORS, LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, SUNTRUST INVESTMENT SERVICES, INC., and MORGAN STANLEY & CO., INCORPORATED. Jonathan has passed the Series 66, Series 26, Series 31, Series 7, and SIE exams. Jonathan specializes in retirement planning, mutual funds, variable annuities, investment advisory services, and insurance products.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
SC
01/27/2016 - Present
Silver OAK Securities, Inc. (Greenville SC)
SC
01/16/2015 - 01/04/2016
FINTRUST BROKERAGE SERVICES, LLC (GREENVILLE SC)
GA
05/22/2014 - 12/31/2014
MERCAP SECURITIES, LLC (ATLANTA GA)
SC
01/09/2014 - 04/29/2014
LPL FINANCIAL LLC (GREENVILLE SC)
SC
04/08/2013 - 12/20/2013
FORTUNE FINANCIAL SERVICES, INC. (GREENVILLE SC)
SC
06/24/2011 - 04/01/2013
PURSHE KAPLAN STERLING INVESTMENTS (GREENVILLE SC)
NC
08/03/2009 - 05/19/2011
WELLS FARGO ADVISORS, LLC (FOREST CITY NC)
SC
07/24/2009 - 08/03/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (SPARTANBURG SC)
SC
03/12/2008 - 07/21/2009
SUNTRUST INVESTMENT SERVICES, INC. (GREENVILLE SC)
SC
04/10/2007 - 02/20/2008
MORGAN STANLEY & CO., INCORPORATED (GREENVILLE SC)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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