Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan M. Castle is a financial advisor with over 10 years of experience in the financial services industry. Jonathan is currently registered with Key Investment Services LLC and is a Series 7, Series 66 and SIE licensed professional. Jonathan has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and is a licensed investment advisor in the state of New York. Jonathan has experience providing a variety of investment services to individual and institutional clients.
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.
Helps you choose top advisors aligned with your 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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NY
03/26/2021 - Present
KEY Investment Services LLC (Albany NY)
FL
03/27/2012 - 01/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE VILLAGES FL)
BOTH
Issued 04/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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