Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Juliano is a financial advisor with National Financial Services LLC. Jonathan has been in the financial services industry since July 25, 2012 and is registered with FINRA. Jonathan holds Series 7, 9, 10, 63 and SIE licenses. Jonathan is currently located in WESTLAKE, Texas.
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.
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.
1
2
TX
10/13/2018 - Present
National Financial Services LLC (WESTLAKE TX)
TX
06/20/2012 - 09/06/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 06/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Juliano is the right advisor for you? Invested Better is here to help.
