Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edward Dell is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Jonathan is also registered as an Investment Advisor Representative in North Carolina. Jonathan has been in the securities industry since 2009. He has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, and the General Securities Principal Examination. Jonathan has a total of 2 state exams, 2 product exams, and 1 principal exam. Jonathan has also been registered in North Carolina since 2014. In addition to his current firm, Jonathan has been employed with DEUTSCHE BANK SECURITIES INC. and CREDIT SUISSE SECURITIES (USA) 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
03/14/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Hampstead NC)
NY
11/14/2011 - 10/24/2014
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
12/23/2008 - 11/23/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 03/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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