Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Daines is a registered investment advisor representative at Vanguard Advisers, Inc. Jonathan Daines has been in the industry for 2 years and is registered with the state of North Carolina. Jonathan Daines has passed the Series 7TO, SIE and Series 66 exams. Jonathan Daines is associated with the Charlotte branch office of Vanguard Advisers, Inc. Jonathan Daines specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals, as well as for pooled investment vehicles.
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.
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
NC
08/16/2022 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
BOTH
Issued 08/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jonathan Daines is the right advisor for you? Invested Better is here to help.
