Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jay Frydman is a registered investment advisor representative with Osaic Wealth, Inc. based in Northbrook, Illinois. Jonathan has been in the financial industry for over 30 years and is licensed in multiple states. Jonathan holds Series 6 and 63 licenses as well as the SIE exam and has a background in insurance sales.
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
IL
11/02/2018 - Present
Osaic Wealth, Inc. (NORTHBROOK IL)
IL
01/22/2010 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
IL
02/04/2002 - 01/27/2010
METLIFE SECURITIES INC. (DOWNERS GROVE IL)
IL
02/04/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
CA
08/01/2003 - 12/18/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
02/05/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NJ
09/28/1990 - 02/01/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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