Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Christensen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has been in the industry since 2005 and has a wide range of experience in financial planning and investment management. Jonathan is licensed to provide investment advice in Oklahoma and Texas. Jonathan has worked with Charles Schwab & Co., Inc. and Vanguard Marketing Corporation in the past.
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
OK
04/05/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TULSA OK)
OK
10/27/2010 - 04/07/2021
CHARLES SCHWAB & CO., INC. (Tulsa OK)
OK
10/22/2007 - 10/07/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
AZ
08/03/2005 - 08/07/2007
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 11/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative 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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