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 Hill is an investment advisor representative at Osaic Wealth, Inc. Jonathan has been in the financial services industry since 1995 and holds the Series 6, Series 63, and Series 65 licenses. Jonathan provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Jonathan is based in Durham, North Carolina and also has an insurance sales business in the same city. Jonathan has also acted as a trustee for a family trust since 2006.
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.
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.
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NC
01/19/2024 - Present
Osaic Wealth, Inc. (DURHAM NC)
NC
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DURHAM NC)
NC
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (DURHAM NC)
NC
10/31/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (DURHAM NC)
MN
10/30/1995 - 11/14/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 12/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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