Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kosmata is a financial advisor with Truist Advisory Services, Inc. Jonathan has been in the financial services industry since 2009. Jonathan is registered to provide investment advice in Florida and Texas. Jonathan holds FINRA Series 6, 7TO, 63, and 65 licenses and the SIE exam. Jonathan specializes in providing financial planning, portfolio management, and wrap fee products to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
06/14/2023 - Present
Truist Advisory Services, Inc. (NOKOMIS FL)
FL
05/02/2014 - 06/12/2015
PNC INVESTMENTS (BRADENTON FL)
FL
11/20/2009 - 04/11/2014
FIFTH THIRD SECURITIES, INC. (SARASOTA FL)
FL
02/12/2009 - 08/03/2009
FIFTH THIRD SECURITIES, INC. (LARGO FL)
IA
Issued 01/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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