Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Harris Loer is a financial advisor with Renaissance Wealth Advisors, LLC in Newton, MA. Jonathan has been working in the financial services industry since 1996. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63, and 66 licenses. Jonathan provides financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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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2
MA
11/19/2024 - Present
Renaissance Wealth Advisors, LLC (NEWTON MA)
RI
01/25/2001 - 02/26/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
05/01/1996 - 01/25/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 02/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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