Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kuniholm has been an active financial professional since August 21, 1994. Jonathan is currently registered with Cambridge Investment Research Advisors, Inc. Jonathan has experience in the financial industry, particularly in the areas of portfolio management, financial planning, and investment advisory services. Jonathan is licensed in 51 states.
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
MA
12/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Newburyport MA)
MA
03/31/1998 - 12/09/2022
CANTELLA & CO., INC. (Boston MA)
MD
10/01/1997 - 03/13/1998
THE ADVISORS GROUP, INC. (BETHESDA MD)
NJ
08/05/1994 - 10/16/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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