Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Gillian is a financial advisor who has been in the industry since December 2021. Jonathan is currently registered with Principal Securities, Inc. and is located in Charlotte, North Carolina. Jonathan holds Series 6TO and SIE 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
12/20/2021 - Present
Principal Securities, Inc. (Charlotte NC)
BC
Issued 12/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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