Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Messer is a financial advisor currently working for Fidelity Personal And Workplace Advisors. Jonathan has been in the industry for 10 years and is registered to provide investment advice in Colorado and Texas. Jonathan Messer has a Series 7, 10, 9, and 66 licenses and holds the SIE certification. Prior to joining Fidelity Personal And Workplace Advisors, Jonathan Messer was employed by Mutual of Omaha Investor Services, Inc. and First Command Brokerage Services, Inc.
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.
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.
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.
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2
CO
07/06/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
NE
09/15/2021 - 04/21/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
12/17/2020 - 08/04/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (PAPILLION NE)
BOTH
Issued 01/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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