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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 Fennell is an active investment advisor representative registered in 40 states and the District of Columbia. Jonathan is licensed to provide investment advice through Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has been in the industry since 2015 and is a Series 7, Series 66, and SIE licensed advisor. Jonathan has experience working with various clients, including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Jonathan offers a variety of advisory services, including portfolio management for businesses and individuals, financial planning, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
02/15/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LISLE IL)
BOTH
Issued 02/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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