Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Williams is a financial advisor registered with Mighty Oak Strong America Investment Co.. Jonathan is a Certified Financial Planner and a Chartered Financial Analyst, holding Series 6 and Series 63 securities licenses. Jonathan has worked in the financial services industry since 1995. Jonathan has experience providing financial planning and portfolio management services to individuals and businesses. Jonathan specializes in 1, 4 and 6. Jonathan is committed to helping clients achieve 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/17/2023 - Present
Mighty OAK Strong America Investment Co. (MECHANICSBURG PA)
PA
01/30/1995 - 09/03/1996
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 08/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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