Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Pakula is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Atlanta, Georgia. Jonathan has over 39 years of experience in the financial services industry. Jonathan is registered with the following securities regulators: FINRA, Georgia, Connecticut, Florida, Illinois, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, and Virginia. Jonathan is also registered with the following investment advisor regulators: Georgia and Texas.
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.
1
2
GA
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (ATLANTA GA)
GA
05/02/2011 - 12/04/2015
BARCLAYS CAPITAL INC. (ATLANTA GA)
GA
06/10/1987 - 05/03/2011
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
NA
11/21/1984 - 06/23/1987
E. F. HUTTON & COMPANY INC
IA
Issued 07/03/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
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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