Unclaimed
Jonathan Michael Ackerhalt is a financial advisor with Foreside Fund Services, LLC, a company that offers fund administration services. Jonathan began his career in the financial industry in 2007 and has a wide range of experience. He has earned numerous licenses and registrations, including the Series 7, 24, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and is active in 53 states.
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.
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.
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CT
03/14/2017 - Present
Foreside Fund Services, LLC (Westport CT)
IL
02/19/2007 - 06/15/2015
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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