Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Maas is a financial advisor with over 27 years of experience in the industry. Jonathan currently works at Osaic Wealth, Inc. based in Scottsdale, AZ. Jonathan has experience in various roles in the industry including advisory roles with Securities America, Inc. and Securities Service Network, LLC. Jonathan has successfully completed the Series 4, 7, 24, 52TO, 53, 55, 57TO, 63, 99TO, and SIE exams. Jonathan is currently registered to provide investment advice in 51 states and the District of Columbia.
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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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
09/23/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
TN
01/13/1998 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
MN
11/18/1996 - 01/14/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/18/1996 - 01/14/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2006
Series 4 - Registered Options Principal Examination
BC
Issued 11/08/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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