Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kelliher is a financial professional with over 5 years of experience in the financial services industry. Jonathan has held positions at Fidelity Brokerage Services LLC and Digital Brokerage Services LLC. Jonathan is currently registered with Fidelity Brokerage Services LLC as a General Securities Principal. Jonathan holds FINRA Series 7TO, Series 99, Series 24 and SIE licenses.
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.
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2
MA
05/16/2024 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
07/21/2021 - 04/18/2024
DIGITAL BROKERAGE SERVICES LLC (BOSTON MA)
MA
09/25/2018 - 07/26/2021
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 04/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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