Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kelly is a financial advisor working with PFS Investments Inc. since February 2019. Jonathan is licensed in multiple states, including Pennsylvania, Colorado, Maryland, Mississippi, New Jersey, New York, and West Virginia. Jonathan is a registered representative and investment advisor representative in Pennsylvania.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/27/2020 - Present
PFS Investments Inc. (CORAOPOLIS PA)
BC
Issued 03/13/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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