Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lee is a financial advisor with Nylife Distributors LLC. He is a registered representative with FINRA and is licensed in New York. Jonathan has been in the financial services industry since August 19, 2018. He holds the Series 63, SIE, and Series 7 licenses. Jonathan previously worked at UBS Securities LLC.
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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NY
08/17/2022 - Present
Nylife Distributors LLC (NEW YORK NY)
NY
08/14/2018 - 08/11/2022
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 08/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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