Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Marc Seidel is a financial advisor with Ameriprise Financial Services, LLC. Jonathan has been in the financial services industry since 1994. Jonathan is licensed to offer securities and investment advisory services in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Vermont, Virginia and Washington. Jonathan is a Series 7, 31 and 65 licensed professional. Jonathan has previously worked at UBS Financial Services Inc. and Morgan Stanley DW Inc. Jonathan Marc Seidel provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Jonathan has approximately $86,149,995 in assets under management for trusts and estates.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
GA
01/24/2023 - Present
Ameriprise Financial Services, LLC (ALPHARETTA GA)
GA
09/30/2005 - 08/15/2016
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
NY
08/23/1996 - 10/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/13/1994 - 09/04/1996
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 04/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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