Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Matthew Healey is a financial professional with Ameriprise Financial Services, LLC. Jonathan has been in the industry since 2010 and specializes in financial planning, investment management, and retirement planning. Jonathan is licensed to provide financial advice in Florida, Georgia, North Carolina and South Carolina. Ameriprise Financial Services, LLC, a company with a long history in the financial services industry, provides investment management, financial planning, and insurance services. The firm provides a variety of investment strategies and financial planning services to individuals, families, and businesses. The firm also offers a variety of insurance products, including life insurance, disability insurance, and long-term care insurance.
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.
Asset allocation services
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.
1
2
SC
06/15/2022 - Present
Ameriprise Financial Services, LLC (Greenville SC)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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