Unclaimed
Jonathan Joss is a financial professional with over six years of experience in the industry. Jonathan is currently registered with Fidelity Brokerage Services LLC and holds Series 7, Series 63, and SIE licenses. Jonathan is registered in 12 states, including California, Florida, Georgia, Idaho, Kentucky, Massachusetts, Nebraska, New Hampshire, New Mexico, North Carolina, Rhode Island and Texas.
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
CA
01/23/2017 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
BC
Issued 02/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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