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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Teal is an investment advisor representative with Kestra Private Wealth Services, LLC in Auburn Hills, Michigan. Jonathan has been in the financial industry since 2004, specializing in portfolio management for individuals, businesses and high-net-worth clients. Jonathan also provides financial planning and pension consulting services. Jonathan is registered in 16 states and holds the Series 7, Series 31, Series 63 and Series 65 licenses. Jonathan has also passed the SIE exam. Jonathan has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.
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.
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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2
MI
06/08/2022 - Present
Kestra Private Wealth Services, LLC (Auburn Hills MI)
MI
05/18/2006 - 06/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
MI
03/24/2004 - 05/26/2006
CITIGROUP GLOBAL MARKETS INC. (SOUTHFIELD MI)
NY
12/09/2003 - 01/15/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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