Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Freedman is a financial advisor who has been in the industry since January 2005. He is currently registered with Neuberger Berman BD LLC in New Jersey and New York. Previously, Jonathan worked at Citigroup Global Markets Inc., Bear, Stearns & Co. Inc., UST Securities Corp., LEVCO Securities, Inc., Scudder Investor Services, Inc., GT Global, Inc., and J. B. Hanauer & Co. Jonathan has a wide range of experience in the financial services industry, including experience in investment management, securities brokerage, and investment banking. Jonathan holds the Series 7, Series 31, and Series 63 licenses. He is also a Chartered Financial Analyst.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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NY
03/17/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
10/27/2014 - 04/17/2015
FORESIDE FUND SERVICES, LLC (New York NY)
NY
08/27/2008 - 03/14/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/25/2006 - 07/01/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CT
08/09/2004 - 01/26/2006
UST SECURITIES CORP. (STAMFORD CT)
NY
01/04/2002 - 06/09/2004
LEVCO SECURITIES, INC. (NEW YORK NY)
NY
08/18/1998 - 12/14/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
CA
04/30/1997 - 06/17/1998
GT GLOBAL, INC. (SAN FRANCISCO CA)
NJ
08/07/1996 - 01/03/1997
J. B. HANAUER & CO. (PARSIPPANY NJ)
BC
Issued 05/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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