Unclaimed
Jonathan McShan is a financial advisor with Pruco Securities, LLC. Jonathan has been in the industry since 2016, and is registered in Tennessee. Jonathan is a Series 6 and Series 63 licensed advisor, and also holds the SIE license. Jonathan has worked with a variety of clients, including individuals, corporations and trusts. Jonathan's previous firms include MML Investors Services, LLC and MSI Financial Services, Inc.
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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
TN
09/20/2022 - Present
Pruco Securities, LLC (Franklin TN)
TN
03/25/2017 - 09/19/2022
MML INVESTORS SERVICES, LLC (KNOXVILLE TN)
TN
02/24/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (KNOXVILLE TN)
BC
Issued 09/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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