Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Emmanual Lavin is a financial advisor with PFS Investments Inc., with over 30 years of experience in the financial services industry. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 26, and 63 licenses. Jonathan is also a licensed investment advisor in 18 states. Prior to joining PFS Investments Inc., Jonathan worked at MARINER FINANCIAL SERVICES, INC. and FIRST AMERICAN NATIONAL SECURITIES, INC. Jonathan specializes in portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/01/1994 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
FL
09/22/1992 - 12/31/1993
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
GA
03/18/1983 - 10/11/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 04/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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