Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Carter is a registered representative with PFS Investments Inc., based in Chicago, Illinois. Jonathan has been in the financial services industry since December 26, 2018, and holds the Series 6, Series 63 and SIE licenses. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide financial services in nine states. Jonathan specializes in investment company products and variable contracts.
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.
1
2
IL
12/27/2018 - Present
PFS Investments Inc. (CHICAGO IL)
BC
Issued 04/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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