Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Brandt is a financial advisor with Fidelity Brokerage Services LLC. Jonathan has been in the industry since December 2018. Jonathan has Series 4, 7, 50, 63 and SIE licenses. Jonathan is registered in 53 states and the District of Columbia, Puerto Rico, and the Virgin Islands. Jonathan has previously worked for CHARLES SCHWAB & CO., INC. and PMA 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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2
UT
10/20/2021 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
IL
11/24/2020 - 10/14/2021
CHARLES SCHWAB & CO., INC. (Chicago IL)
IL
04/17/2018 - 03/17/2020
PMA SECURITIES, LLC (NAPERVILLE IL)
BC
Issued 06/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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