Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Huang is a registered representative at Bancroft Capital, LLC. Jonathan has been in the financial services industry since February 2024. Jonathan is licensed in Pennsylvania and has passed the Series 7TO, SIE, and Series 66 exams. Jonathan's firm has specialized in Financial Planning and Pension Consulting.
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.
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
PA
02/09/2024 - Present
Bancroft Capital, LLC (FORT WASHINGTON PA)
BOTH
Issued 04/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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