Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edmon Tarshish is a financial advisor at Morgan Stanley with over 30 years of experience in the industry. Jonathan has been registered with FINRA since 1992 and holds the Series 7, Series 63, Series 65 and SIE licenses. Jonathan has also held positions at UBS Financial Services Inc. and PaineWebber Incorporated. Jonathan is currently registered in 27 states and holds an active registration with the state of Minnesota as an Investment Advisor Representative. Jonathan specializes in working with a variety of clients including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
10/27/2016 - Present
Morgan Stanley (Wayzata MN)
MN
12/08/2000 - 12/16/2013
UBS FINANCIAL SERVICES INC. (BLOOMINGTON MN)
NY
12/01/2000 - 12/15/2000
UBS WARBURG LLC (NEW YORK NY)
NJ
01/13/1992 - 12/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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