Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Sullivan is a financial advisor who has been working in the industry since August 2002. Jonathan is registered with Park Avenue Securities LLC, and has held prior positions at Wachovia Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan is a licensed securities representative in Florida, Massachusetts, and Ohio. Jonathan holds Series 66, Series 7 and SIE exams. Jonathan also holds several specializations, including 1, 3, 4 and 6. In addition to his work with Park Avenue Securities, Jonathan also works as an insurance broker. Jonathan is a well-respected financial advisor with a strong track record of providing financial advice to a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Jonathan is committed to providing clients with personalized financial advice and strategies that meet their individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
10/31/2024 - Present
Park Avenue Securities LLC (NEEDHAM MA)
MO
12/12/2002 - 04/04/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/05/2002 - 11/25/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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