Unclaimed
Jonathan Constant is a financial professional with over 20 years of experience in the financial services industry. Jonathan is currently registered as a Registered Representative with MML Investors Services, LLC. Previously, Jonathan worked with Waddell & Reed, New England Securities, Equity Services, Inc. and Ameriprise Financial Services, Inc. Jonathan is also a licensed insurance agent. Jonathan holds licenses to practice in Alabama, Arkansas, California, Colorado, Florida, Georgia, Louisiana, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, and Virginia.
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
GA
04/25/2019 - Present
MML Investors Services, LLC (ATLANTA GA)
GA
03/03/2014 - 05/09/2018
WADDELL & REED (ATLANTA GA)
GA
02/04/2011 - 03/04/2014
NEW ENGLAND SECURITIES (ATLANTA GA)
GA
10/02/2008 - 02/04/2011
EQUITY SERVICES, INC. (ATLANTA GA)
GA
02/23/2004 - 09/05/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
MN
02/23/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Constant is the right advisor for you? Invested Better is here to help.