Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mandel Winn is an active Registered Representative, with a FINRA CRD number 3038222. Jonathan Mandel Winn has been working in the financial services industry since December 8, 1998. Jonathan Mandel Winn is currently registered with LPL Financial LLC and is located in Plantation, Florida. Jonathan Mandel Winn also has previous registration history with Fidelity Brokerage Services LLC and Dean Witter Reynolds Inc.. Jonathan Mandel Winn is licensed to provide securities-related services in California, Florida, Georgia, New York, North Carolina, Ohio, and South Carolina. Jonathan Mandel Winn is also registered as an Investment Adviser Representative in Florida.
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.
Consulting and other non-discretionary advisory services
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
FL
02/07/2025 - Present
LPL Financial LLC (PLANTATION FL)
FL
01/10/2001 - 07/07/2014
FIDELITY BROKERAGE SERVICES LLC (FT. LAUDERDALE FL)
NY
11/11/1998 - 12/12/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 06/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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