Unclaimed
Jonathan Denote is a financial advisor at Lion Street Financial, LLC. Jonathan has been in the financial industry since August 25, 2010. Jonathan holds the Series 6, Series 63, and SIE licenses and is registered in 9 states. Jonathan is a member of FINRA and is approved to provide investment advice in Connecticut, Florida, Maine, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, and Texas.
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.
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.
1
2
TX
03/22/2022 - Present
Lion Street Financial, LLC (AUSTIN TX)
NC
08/18/2010 - 03/14/2022
EQUITABLE DISTRIBUTORS, LLC (CHARLOTTE NC)
BC
Issued 12/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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