Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Massegee is a financial professional with over 10 years of experience in the industry. Jonathan is currently registered with Charles Schwab & CO., Inc. and previously worked at TD Ameritrade, INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Jonathan holds multiple licenses and certifications, including Series 7, 9, 10, 63, and 66. Jonathan specializes in working with individuals and providing financial planning services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/05/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
02/25/2016 - 02/20/2023
TD AMERITRADE, INC. (Westlake TX)
TX
10/22/2015 - 03/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEWISVILLE TX)
TX
11/21/2012 - 09/22/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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