Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Berniger is a financial advisor with MML Investors Services, LLC, located in Dublin, OH. Jonathan has been in the financial services industry since 1998 and has experience in providing investment advice to a range of clients, including high-net-worth individuals, corporations, and pension plans. Jonathan is registered with the state of Ohio and has Series 6, 7, 24, and 63 licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OH
12/09/2022 - Present
MML Investors Services, LLC (Dublin OH)
OH
03/22/2010 - 12/08/2022
HORNOR, TOWNSEND & KENT, LLC (COLUMBUS OH)
OH
08/21/2002 - 03/24/2010
PARK AVENUE SECURITIES LLC (DUBLIN OH)
MO
10/23/1996 - 03/29/1999
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
VT
08/16/1994 - 09/30/1996
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 03/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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