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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Resabala is a financial advisor with Morgan Stanley. Jonathan is registered in Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, New Mexico, New York, Texas, Utah, and Wyoming. Jonathan has been in the industry since 2021. Jonathan has passed the Series 63, 66, 7 and SIE exams. Jonathan previously worked at Fidelity Brokerage Services LLC. Jonathan has experience working at Fidelity Investments, CHG Healthcare, Comcast, 24 Hour Rooter Connectionz, Vivint Inc, Vivint Solar, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, Amazon, Progressive Finance, Bank of America N.A., and MORGAN STANLEY.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
UT
12/23/2024 - Present
Morgan Stanley (Sandy UT)
UT
04/01/2021 - 07/20/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2021
SIE - Securities Industry Essentials 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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