Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hollis is a financial professional with experience in the securities industry. Jonathan is currently registered with Harbor View Advisors, LLC in Florida and New York and holds a Series 63, Series 79, and SIE. Jonathan has previously worked at PharUs Securities, LLC, Harbor View Advisors, LLC and Morgan Stanley & Co. LLC.
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
FL
11/10/2023 - Present
Harbor View Advisors, LLC (NEPTUNE BEACH FL)
NY
09/27/2022 - 07/04/2023
PHARUS SECURITIES, LLC (NEW YORK NY)
FL
10/28/2019 - 04/05/2022
HARBOR VIEW ADVISORS, LLC (PONTE VEDRA FL)
NY
09/02/2016 - 06/19/2019
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 11/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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