Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Schnell is a financial professional with over 16 years of experience in the financial services industry. Jonathan has been registered with TIAA-CREF Individual & Institutional Services, LLC since 2017. Prior to that, Jonathan was registered with PNC Investments from 2014 to 2017, Allstate Financial Services, LLC from 2013 to 2014, MetLife Securities Inc. from 2011 to 2013, and The Huntington Investment Company from 2008 to 2011. Jonathan specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your 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.
Compensation from affiliates
1
2
WV
03/06/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MORGANTOWN WV)
PA
09/15/2014 - 02/15/2017
PNC INVESTMENTS (UNIONTOWN PA)
WV
08/08/2013 - 08/06/2014
ALLSTATE FINANCIAL SERVICES, LLC (MORGANTOWN WV)
WV
06/20/2011 - 08/02/2013
METLIFE SECURITIES INC. (MORGANTOWN WV)
WV
05/02/2008 - 06/02/2011
THE HUNTINGTON INVESTMENT COMPANY (MORGANTOWN WV)
WV
08/06/2007 - 04/17/2008
METLIFE SECURITIES INC. (MORGANTOWN WV)
IA
Issued 02/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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