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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Balsavich is a financial advisor with Fidelity Personal and Workplace Advisors, based in Troy, MI. Jonathan specializes in helping individuals, families, and businesses with a variety of financial planning and investment needs. Jonathan has been working in the financial industry since 2018, providing financial advice and services to clients. Jonathan has a strong background in financial planning, and is also a Certified Financial Planner™. Jonathan has a deep understanding of investment products and strategies and is committed to providing clients with personalized, comprehensive financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (TROY MI)
IL
03/12/2018 - 09/06/2019
EDWARD JONES (WHEATON IL)
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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