Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael has been in the financial services industry since March 14, 2002. Jonathan is a registered representative of Cambridge Investment Research Advisors, Inc. and has been with the firm since July 1, 2011. Jonathan provides financial planning and investment advice to individuals, families, and businesses. Jonathan is also a registered investment adviser representative of Cambridge Investment Research, Inc. and has been with the firm since July 1, 2011. Jonathan is a Series 6, Series 63, Series 65, and SIE licensed individual. Jonathan has experience in the financial services industry and is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
07/01/2011 - Present
Cambridge Investment Research Advisors, Inc. (Chester MD)
MD
07/19/2007 - 07/01/2011
MML INVESTORS SERVICES, LLC (COLUMBIA MD)
MA
04/18/2007 - 06/26/2007
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MD
02/26/2002 - 04/18/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ANAPOLIS MD)
IA
Issued 10/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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