Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Khalavsky is a financial advisor at Prospera Financial Services, Inc. Jonathan has been in the financial industry since 2008. Jonathan has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc. and TFS Securities, Inc. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 securities licenses. Jonathan is also a Certified Financial Planner™. Jonathan specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Jonathan's firm, Prospera Financial Services, Inc., provides financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, families, businesses, and institutions. The firm is headquartered in Dallas, Texas and has approximately 168 registered representatives.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
NY
02/16/2024 - Present
Prospera Financial Services, Inc. (New York NY)
NJ
03/14/2012 - 03/12/2024
TFS SECURITIES, INC. (BAYONNE NJ)
NJ
09/17/2008 - 03/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
02/04/2008 - 04/02/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 10/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Khalavsky is the right advisor for you? Invested Better is here to help.
