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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 Harriss Symmes is an investment advisor representative with Wells Fargo Clearing Services, LLC. He has been in the securities industry since October 2010 and has experience providing financial planning and portfolio management services to individuals, businesses, and institutions. Jonathan Harriss Symmes is registered to provide securities and investment advisory services in a number of states, including Florida and Texas. He holds several industry certifications, including the Series 7, Series 6, Series 63, and Series 66 licenses. He is also a Certified Financial Planner. Jonathan Harriss Symmes is committed to providing his clients with personalized financial advice and investment strategies to help them 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
FL
05/22/2020 - Present
Wells Fargo Clearing Services, LLC (SAINT PETERSBURG FL)
BOTH
Issued 05/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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