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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 Di rico is a financial advisor with Ameriprise Financial Services, LLC. Jonathan is a Certified Financial Planner™ professional and has been in the financial industry since 2006. Jonathan has a Series 6, 7, and 63 securities license as well as a Series 65 investment advisor license. Jonathan serves clients in Bradenton, Florida and surrounding areas. Jonathan is also a registered representative of Ameriprise Financial Services, Inc. and has been with the firm since 2018. Jonathan is committed to providing personalized financial planning and investment advice to help clients achieve their financial goals.
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.
Asset allocation services
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
FL
03/08/2021 - Present
Ameriprise Financial Services, LLC (Bradenton FL)
FL
02/01/2006 - 11/16/2018
PRUCO SECURITIES, LLC. (BRADENTON FL)
IA
Issued 05/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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