Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jordan Lloyd is a financial advisor registered with Truist Advisory Services, Inc. Jonathan has been in the financial industry since December 2004. Jonathan has held registrations with Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc. in the past. Jonathan holds several industry certifications, including Series 7, Series 9, Series 10, Series 24, Series 66, and Series 99TO. Jonathan provides investment advisory services to a variety of clients, including individuals, corporations, and charitable organizations. Jonathan is committed to providing his clients with personalized financial advice and guidance.
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.
Wrap fee product and financial profiling services using desktop software
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
12/07/2020 - Present
Truist Advisory Services, Inc. (PENSACOLA FL)
FL
07/15/2011 - 12/26/2019
WELLS FARGO CLEARING SERVICES, LLC (PENSACOLA FL)
FL
01/01/2005 - 07/21/2011
AMERIPRISE FINANCIAL SERVICES, INC. (PENSACOLA FL)
MN
01/01/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/02/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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