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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 Germano is a financial advisor with Fidelity Personal and Workplace Advisors. Jonathan has been in the financial industry for over nine years and has a strong track record of providing personalized financial advice to clients. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and has a deep understanding of investment strategies, retirement planning, and estate planning. Jonathan is committed to helping clients achieve their financial goals. Jonathan works with a variety of clients, including individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
03/17/2022 - Present
Fidelity Personal AND Workplace Advisors (LANSDOWNE VA)
VA
06/01/2020 - 03/02/2022
RBC CAPITAL MARKETS, LLC (MCLEAN VA)
VA
01/21/2020 - 06/10/2020
UBS FINANCIAL SERVICES INC. (VIENNA VA)
VA
08/03/2017 - 01/29/2020
HSBC SECURITIES (USA) INC. (Tysons VA)
VA
08/13/2015 - 07/06/2017
PNC INVESTMENTS (ASHBURN VA)
VA
04/03/2014 - 06/29/2015
WELLS FARGO ADVISORS, LLC (FAIRFAX VA)
VA
03/15/2013 - 07/08/2013
AXA ADVISORS, LLC (FALLS CHURCH VA)
BOTH
Issued 04/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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