Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lauren Platt is a financial professional with over 18 years of experience in the industry. Jonathan currently works at Blackrock Execution Services. Previously, Jonathan worked at MBSC Securities Corporation and Dreyfus Service Corporation. Jonathan has passed the Series 7, Series 63, Series 55, Series 3 and Series 57TO exams.
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.
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.
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CA
06/05/2014 - Present
Blackrock Execution Services (SAN FRANCISCO CA)
CA
08/17/2010 - 05/27/2014
MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
08/12/2008 - 09/23/2008
MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
01/27/2003 - 05/30/2007
MBSC, LLC (SAN FRANCISCO CA)
NY
08/24/2001 - 02/24/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
10/22/1999 - 03/27/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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