Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Dahl is a registered investment advisor representative with Principal Advised Services, a firm that offers investment advice and portfolio management services to both individuals and institutions. Jonathan has over 4 years of experience in the financial services industry, having previously worked with Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Jonathan has a broad range of experience in providing financial advice and investment management services, and is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/20/2024 - Present
Principal Advised Services (TAMPA FL)
FL
01/26/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Tampa FL)
FL
05/21/2020 - 12/20/2023
TD AMERITRADE, INC. (Tampa FL)
BOTH
Issued 09/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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