Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Abdallah is a financial advisor with Charles Schwab & CO., Inc. based in Spokane, Washington. Jonathan's career in the financial services industry began on February 25, 2019. Jonathan has earned both Series 7TO and Series 66 licenses and has experience in both broker-dealer and investment advisor roles. Jonathan has a wide range of registrations and has a proven record of providing sound financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WA
03/06/2023 - Present
Charles Schwab & CO., Inc. (Spokane WA)
ID
02/25/2019 - 03/06/2020
EDWARD JONES (MOSCOW ID)
BOTH
Issued 03/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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