Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Slater is a registered investment advisor representative and has over 35 years of experience in the financial services industry. Jonathan Slater is currently associated with Osaic Wealth, Inc. and has been registered with the firm since June 2024. Prior to joining Osaic Wealth, Inc., Jonathan Slater was associated with Securities America, Inc. from January 2006 to June 2024. Jonathan Slater also has previous experience with Bear, Stearns & Co. Inc. and Lehman Brothers Inc. Jonathan Slater is a Series 7, Series 63, and Series 65 licensed professional and has a history of serving individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans and insurance companies.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (PALM BEACH GARDENS FL)
FL
01/11/2006 - 06/14/2024
SECURITIES AMERICA, INC. (PALM BEACH GARDENS FL)
GA
09/08/1993 - 01/18/2006
BEAR, STEARNS & CO. INC. (ATLANTA GA)
NY
05/23/1989 - 09/09/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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