Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan L Steiner is a financial professional with over 25 years of experience in the industry. Jonathan is currently registered with First Citizens Investor Services, Inc. in Raleigh, NC and has been with the firm since October 2023. Jonathan has experience with a wide range of clients including individuals, businesses, charitable organizations, and retirement plans. Jonathan specializes in financial planning, portfolio management, and selection of other advisors.
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.
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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2
NC
10/13/2023 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
NC
12/14/2012 - 10/10/2023
PNC INVESTMENTS (Henderson NC)
IL
07/10/2001 - 12/11/2007
FIRST TRUST PORTFOLIOS L.P. (LISLE IL)
MA
03/20/2000 - 04/05/2001
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MD
04/15/1994 - 01/07/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 12/15/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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