Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ezra is an investment advisor representative at Tamar Securities, LLC. Jonathan is registered in California and has been in the industry since 2019. Jonathan Ezra has a Series 65 license and is registered as an investment advisor representative. Jonathan specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Jonathan Ezra works with clients to develop and implement investment strategies that are tailored to their individual needs and goals.
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.
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.
Alternative investments & professional alliance network
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/06/2020 - Present
Tamar Securities, LLC (WOODLAND HILLS CA)
IA
Issued 01/18/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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