Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Guerrero Ochoco is a financial advisor with Voya Financial Advisors, Inc. and Voya Financial Partners, LLC, registered with FINRA. Jonathan has over 5 years of experience in the financial industry. He specializes in providing financial advice to individuals, businesses, and charitable organizations. Jonathan is also a Registered Principal with Series 24 and Series 14 licenses. In addition, he holds the Series 7 and SIE licenses. His expertise is in investment management, financial planning, and retirement planning. Jonathan is committed to helping his 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
07/30/2024 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
NY
10/23/2017 - 02/21/2023
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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