Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Palin has been a financial advisor for over 28 years. Jonathan is a registered Investment Advisor representative with Fidelity Personal and Workplace Advisors in Boston, Massachusetts. Previously, Jonathan worked with American Express Financial Advisors Inc. in Minneapolis, Minnesota, and IDS Life Insurance Company, also in Minneapolis. Jonathan has experience in working with individuals, businesses, corporations, pension plans, and charitable organizations. Jonathan's specialization areas include retirement planning, mutual funds, bonds, and equity investments.
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.
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
MA
09/05/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MN
05/23/1997 - 04/27/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/1997 - 04/27/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/07/1995 - 07/30/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 05/15/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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