Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wieland is a financial advisor at Raymond James Financial Services Advisors, Inc. Jonathan has been in the financial services industry since June 2000. Jonathan is registered with the Securities and Exchange Commission (SEC) and is a Registered Representative (RR) with FINRA. Jonathan is also registered as an Investment Advisor Representative (IAR) in the state of Colorado. Jonathan holds Series 7, 63 and 66 licenses and is a Certified Financial Planner. Jonathan specializes in providing financial planning, portfolio management and retirement 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
02/22/2019 - Present
Raymond James Financial Services Advisors, Inc. (Monument CO)
CO
06/06/2000 - 02/26/2019
EDWARD JONES (COLORADO SPRINGS CO)
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Wieland is the right advisor for you? Invested Better is here to help.
