Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mandas is a financial professional with over 10 years of experience in the industry. Jonathan is currently registered with MML Investors Services, LLC and is located in Cincinnati, OH. Jonathan holds licenses for Series 6, Series 63, and SIE exams, and is also registered as an investment advisor representative in several states. Jonathan's experience includes working with individuals, families, and businesses to develop and implement financial plans. Jonathan also has experience providing investment advice and managing investments for clients. In addition to Jonathan's work as a financial professional, Jonathan is also involved in the community as a volunteer with the American Lung Association.
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 programs
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.
Solicitors fees
1
2
OH
03/25/2017 - Present
MML Investors Services, LLC (CINCINNATI OH)
OH
10/27/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CINCINNATI OH)
BC
Issued 02/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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