Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ganzert is a financial advisor with over 40 years of experience in the financial services industry. Jonathan is currently registered with Janney Montgomery Scott LLC in Charlotte, NC. Previously, Jonathan was employed by UBS Financial Services Inc., J.C. Bradford & Co., Wheat, First Securities, Inc., Paine Webber Incorporated, and Paine, Webber, Jackson & Curtis Incorporated. Jonathan is a Series 63 and Series 66 licensed representative, and holds the Series 7 and SIE licenses. Jonathan's specializations include fixed income, equities, mutual funds, options, and retirement planning. Jonathan also serves as a Board Member of the Village of Morrocroft Homeowners Association.
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.
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.
Fee plus commission
1
2
NC
05/11/2020 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
NJ
08/14/2000 - 07/29/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/13/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
09/10/1984 - 04/03/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
01/31/1980 - 10/01/1984
PAINEWEBBER INCORPORATED
NA
08/28/1979 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
BOTH
Issued 03/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonathan Ganzert is the right advisor for you? Invested Better is here to help.
