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 Merrigan is a financial advisor who has been in the industry since 2001. Jonathan is currently registered with Edelman Financial Engines in Burlington, MA. Jonathan's career includes previous experience with Fidelity Brokerage Services LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C.. Jonathan has earned the Certified Financial Planner designation. Jonathan specializes in providing financial planning, pension consulting, and educational seminars to a variety of 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MA
09/22/2022 - Present
Edelman Financial Engines (BURLINGTON MA)
MA
05/12/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BURLINGTON MA)
MA
07/22/2005 - 04/07/2016
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 08/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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