Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lamanna is a registered investment advisor representative with PFS Investments Inc. Jonathan has been in the financial services industry since 2013. Jonathan is registered to offer securities and investment advisory services in Florida and New York. Jonathan holds Series 6, Series 63, Series 65 and SIE licenses. Jonathan’s office is located in MASSAPEQUA, NY.
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.
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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NY
01/06/2020 - Present
PFS Investments Inc. (MASSAPEQUA NY)
IA
Issued 11/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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