Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Liebeskind is a financial advisor with over 10 years of experience in the financial services industry. Currently, Jonathan is an Investment Advisor Representative of M Holdings Securities, Inc. Jonathan previously held positions at NYLIFE SECURITIES LLC, SIGNATOR INVESTORS, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and ROBERT W. BAIRD & CO. INCORPORATED. Jonathan holds FINRA Series 6 and SIE licenses and the Series 63 registration. Jonathan has a strong understanding of investment products and strategies and is committed to helping clients reach their financial goals.
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.
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
MA
08/15/2019 - Present
M Holdings Securities, Inc. (NEEDHAM MA)
MA
02/11/2014 - 08/06/2019
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
02/24/2003 - 01/22/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
WI
03/09/2001 - 02/12/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/04/1997 - 07/11/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/04/1997 - 03/01/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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