Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bailey is a financial advisor with over 6 years of experience in the financial services industry. Jonathan is currently registered with Neuberger Berman BD LLC and holds Series 7, 66, and SIE licenses. Jonathan has been with Neuberger Berman since April 2017. Previously, Jonathan worked at FCLT Global and McKinsey & Co. Jonathan is a CFA charterholder. Jonathan provides financial advisory services to individuals and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
04/12/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
BOTH
Issued 12/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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