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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Zeminski is a financial advisor with Wells Fargo Clearing Services, LLC, based in Radnor, PA. Jonathan has been in the financial services industry since May 2006. Jonathan has Series 7, Series 63, Series 65 and SIE licenses. Jonathan is also a Certified Financial Planner. Jonathan has prior experience with Univest Investments, Inc., Wells Fargo Advisors, LLC, PNC Investments, SEI Investments Distribution Co. and BNP Paribas Securities Corp. Jonathan currently holds registrations in Alabama, Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia and Washington. Jonathan also manages his own personal investment holdings through ZEMINSKI CAPITAL 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
PA
03/22/2024 - Present
Wells Fargo Clearing Services, LLC (RADNOR PA)
PA
05/09/2013 - 08/02/2016
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
PA
02/08/2011 - 05/14/2013
WELLS FARGO ADVISORS, LLC (MALVERN PA)
PA
07/29/2009 - 12/20/2010
PNC INVESTMENTS (GLEN MILLS PA)
PA
04/18/2007 - 02/03/2009
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
09/08/2005 - 03/21/2007
BNP PARIBAS SECURITIES CORP. (KING OF PRUSSIA PA)
IA
Issued 10/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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