Unclaimed
Jonathan Vandrell is a financial professional who has been in the industry since February 15, 2011. Jonathan is registered with Hornor, Townsend & Kent, LLC. Jonathan currently works out of the Tulsa, Oklahoma office. Jonathan holds Series 6, SIE and Series 63 licenses. Jonathan has worked in the industry for 12 years. Jonathan is currently registered in 11 states: Arizona, Arkansas, Colorado, Minnesota, Missouri, New Hampshire, Oklahoma, Pennsylvania, South Dakota, Texas and Virginia. Jonathan's areas of expertise include investment advice for businesses, individuals, and pension consulting.
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.
Trail commissions, distribution assistance fees
1
2
OK
02/15/2011 - Present
Hornor, Townsend & Kent, LLC (TULSA OK)
BC
Issued 02/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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