Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kisch is a financial advisor with Ally Invest Advisors in CHARLOTTE, NC. Jonathan has been in the industry since 2003 and has experience with LPL FINANCIAL LLC, MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC. and SECURITIES AMERICA, INC. Jonathan specializes in Portfolio Management for Individuals and Financial Planning. Jonathan has earned his Series 4, Series 24, Series 52TO, Series 53, Series 7, Series 99TO, and Series 66 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
A percentage of the total value of assets under management is charged.
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NC
03/07/2022 - Present
Ally Invest Advisors (CHARLOTTE NC)
SC
04/19/2018 - 02/22/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/25/2017 - 04/16/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
01/06/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
01/30/2008 - 11/20/2015
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
01/06/2004 - 01/09/2008
SECURITIES AMERICA, INC. (CHARLOTTE NC)
FL
07/30/2003 - 01/02/2004
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
BOTH
Issued 03/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/03/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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