Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lawrence Dootson is a financial advisor with DaVinci Financial Designs. Jonathan has been in the financial industry since 2023. Jonathan is registered to provide investment advice in South Carolina. Jonathan holds the Series 66, Series 7TO, and SIE licenses.
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.
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
SC
04/08/2024 - Present
Davinci Financial Designs (COLUMBIA SC)
BOTH
Issued 04/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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