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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wiener is a financial advisor with Morgan Stanley. Jonathan has been in the financial services industry since May 2014. Jonathan has experience with various investment strategies and is committed to helping clients reach their financial goals. Jonathan has a broad range of experience working with clients of all types, including individuals, families, businesses, and institutions. Jonathan is a registered representative with FINRA and holds the Series 6, 7, 63, and 66 licenses. In addition to his work at Morgan Stanley, Jonathan has also held positions at VP Distributors LLC, OppenheimerFunds Distributor, Inc., and Cohen & Steers Securities, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/13/2022 - Present
Morgan Stanley (Melville NY)
NY
12/18/2018 - 07/02/2019
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
NY
03/31/2015 - 11/20/2018
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CT
07/16/2013 - 03/17/2015
VP DISTRIBUTORS LLC (HARTFORD CT)
NY
03/26/2012 - 07/02/2013
NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)
BOTH
Issued 07/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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