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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Fleischer peicher is a financial advisor with UBS Financial Services Inc. located in Coral Gables, Florida. Jonathan has been in the industry for over 10 years and is registered in 11 states, including Florida, Texas, Colorado, Connecticut, Delaware, New Jersey, New York, Puerto Rico, South Dakota. Jonathan is a Series 66, Series 7 and SIE licensed advisor. Jonathan has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other businesses. Jonathan specializes in providing financial planning, portfolio management, and educational seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
03/22/2016 - Present
UBS Financial Services Inc. (Hallandale Beach FL)
FL
10/19/2011 - 04/01/2016
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
BOTH
Issued 11/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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