Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tellstone is an investment advisor representative with over 29 years of experience in the financial services industry. Jonathan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., FIS SECURITIES, INC., MDS SECURITIES INCORPORATED, EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Jonathan holds several licenses including Series 4, Series 6, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63 and Series 65. Jonathan's specializations include investment advisory services, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, research reports and services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
10/10/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LATHAM NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
01/02/1996 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IN
08/15/1995 - 12/31/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
06/21/1993 - 07/31/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/21/1993 - 07/31/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2008
Series 4 - Registered Options Principal Examination
BC
Issued 02/25/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/14/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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