Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cooper is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Jonathan has been in the securities industry since April 2020. Jonathan holds Series 7, 63, and 66 licenses and is registered in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Jonathan is a financial advisor at Fidelity Personal And Workplace Advisors who specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Jonathan is also registered as an investment advisor representative in New York and Texas.
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.
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
NH
12/08/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NY
12/11/2019 - 08/04/2021
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 12/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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