Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ira Bell is a financial advisor with over 7 years of experience in the financial services industry. Jonathan is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Prior to joining Osaic Wealth, Inc., Jonathan was registered with Securities America, Inc. Jonathan holds the Series 6, Series 63, and SIE licenses. Jonathan is a specialist in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Jonathan has expertise working with high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, and other businesses.
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.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
10/18/2021 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
MA
02/08/2017 - 05/26/2021
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 05/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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