Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Berube is an investment advisor representative with Park Avenue Securities LLC. Jonathan has been in the securities industry since March 14, 1990. Jonathan is registered with the state of California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Maine, Massachusetts, New York, North Carolina, Rhode Island, Texas, and Virginia. Jonathan has a Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 53, and Series 63 license. Jonathan specializes in providing financial planning and portfolio management services for individuals and other businesses. Jonathan also offers educational seminars to help clients learn more about their financial options.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
01/18/2020 - Present
Park Avenue Securities LLC (BUFFALO NY)
NY
05/11/2001 - 12/05/2019
UBS FINANCIAL SERVICES INC. (BUFFALO NY)
MI
01/18/1991 - 05/17/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
01/25/1990 - 01/09/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1990
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 10/25/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 09/04/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/10/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2001
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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