Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Siegel is a financial advisor with over 30 years of experience in the industry. Jonathan currently works with Stifel, Nicolaus & Company, Inc. Jonathan has worked with multiple firms during their career, including RYAN BECK & CO., GRUNTAL & CO., L.L.C., PRUDENTIAL SECURITIES INCORPORATED, and THOMSON MCKINNON SECURITIES INC. Jonathan is registered with the state of New York and holds Series 63, SIE, and Series 7 licenses. Jonathan specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
04/29/2002 - 08/21/2007
RYAN BECK & CO. (NEW YORK NY)
NY
03/28/1996 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
08/25/1989 - 03/22/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/02/1988 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BC
Issued 03/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonathan Siegel is the right advisor for you? Invested Better is here to help.
