Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Derra has been in the financial industry since January 2003 and is currently registered with First Citizens Investor Services, Inc. Jonathan has experience in various areas of the industry, including investment management, portfolio management, and financial planning. Jonathan is licensed to provide advisory services in multiple states and holds several industry licenses, including Series 7, Series 24, Series 4, Series 52TO, Series 53 and Series 99TO. Jonathan is committed to helping clients achieve their financial goals through personalized investment strategies.
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.
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
NC
11/16/2023 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
AZ
07/14/2014 - 09/14/2023
BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)
CA
11/11/2002 - 07/09/2014
SECURITIES AMERICA, INC. (GOLD RIVER CA)
BOTH
Issued 04/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/19/2005
Series 4 - Registered Options Principal Examination
BC
Issued 01/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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