Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Landi is a financial advisor at Truist Advisory Services, Inc. Jonathan has been in the financial services industry since 2022 and has a Series 63, Series 66 and Series 7TO licenses. Jonathan is registered with 53 states and is currently working out of the Charlotte, North Carolina office. Jonathan has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC and Vanguard Marketing Corporation. Jonathan is a registered representative and an investment advisor representative.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NC
08/05/2024 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
02/06/2023 - 05/03/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
MO
11/09/2022 - 12/07/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
06/03/2022 - 09/08/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 02/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jonathan Landi is the right advisor for you? Invested Better is here to help.
