Unclaimed
Jonathan Willis is a financial professional registered with Vanguard Marketing Corp. Jonathan has been in the securities industry since April 2024. Jonathan holds the Series 7TO, Series 63, and SIE licenses. Jonathan is registered to provide securities related services in all 50 states and the District of Columbia.
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.
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.
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2
NC
04/30/2024 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 05/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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