Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Louine is a financial advisor with PFS Investments Inc. Jonathan has been working in the financial industry since September 20, 2017. Jonathan is registered as a Broker-Dealer and an Investment Advisor in several states. Jonathan holds Series 6, 26, 63 and 65 licenses. Jonathan has been working with PFS Investments Inc. since September 2017 and has worked with Primerica Financial Services, Bridgestone Americas and 717 Parking in the past.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/22/2024 - Present
PFS Investments Inc. (JACKSONVILLE FL)
IA
Issued 04/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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