Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Genovese is a financial advisor with Fidelity Personal And Workplace Advisors. Jonathan has been in the financial services industry since 2009. Jonathan has a Series 66, 63, 7, and SIE licenses and is registered to provide financial advice in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Vermont, Washington, and Wisconsin. Jonathan has prior experience with TD Ameritrade, Inc., National Securities Corporation, VALIC Financial Advisors, Inc., The GMS Group, LLC, Morgan Stanley, Incapital LLC, Kiley Partners, Inc., Columbia Management Distributors, Inc. and The GMS Group, LLC.
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.
1
2
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (PALM BEACH GARDENS FL)
FL
06/26/2018 - 01/11/2021
TD AMERITRADE, INC. (WEST PALM BEACH FL)
FL
01/19/2018 - 02/14/2018
NATIONAL SECURITIES CORPORATION (JUPITER FL)
FL
09/11/2017 - 11/20/2017
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
FL
05/08/2015 - 08/24/2017
THE GMS GROUP, LLC (BOCA RATON FL)
FL
06/16/2014 - 08/26/2014
MORGAN STANLEY (MIAMI FL)
FL
01/25/2010 - 05/28/2014
INCAPITAL LLC (BOCA RATON FL)
FL
05/15/2009 - 02/04/2010
KILEY PARTNERS, INC. (PALM BEACH GARDENS FL)
MA
02/20/2008 - 04/01/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
FL
02/16/2007 - 02/21/2008
THE GMS GROUP, LLC (BOCA RATON FL)
FL
12/21/2006 - 01/23/2007
NATIONAL SECURITIES CORPORATION (PALM BEACH GARDENS FL)
BOTH
Issued 06/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jonathan Genovese is the right advisor for you? Invested Better is here to help.
