Unclaimed
Jonathan M. Donfeld is a financial advisor with The Leaders Group, Inc. Jonathan has been in the financial services industry since November 4, 2010. Jonathan is registered with the state of Alaska, California, Delaware, Florida, and South Dakota and holds FINRA Series 63, Series 7, and SIE licenses. Jonathan has previously worked at AXA Advisors, LLC.
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.
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.
1
2
CO
06/01/2017 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
11/05/2010 - 05/31/2017
AXA ADVISORS, LLC (LOS ANGELES CA)
BC
Issued 02/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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