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. Pineda is a registered representative in California. Jonathan is affiliated with Osaic FA, Inc. and has been with the firm since December 15, 2017. Prior to joining Osaic FA, Inc., Jonathan was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in El Segundo, California. Jonathan has a total of 5 years of experience in the securities industry. Jonathan has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Jonathan specializes in providing financial planning, portfolio management for businesses and individuals, and retirement plan consulting services on a limited basis.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/15/2017 - Present
Osaic FA, Inc. (EL SEGUNDO CA)
CA
06/12/2013 - 12/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
04/05/2012 - 05/24/2013
MORGAN STANLEY (BEVERLY HILLS CA)
BOTH
Issued 06/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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