Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan McGreal is a financial professional with over a decade of experience in the industry. Jonathan currently holds a Series 7, Series 3, Series 57, and Series 63 license and is registered with Stonehaven, LLC in New York. Jonathan has previously been registered with DASH PRIME LLC, INTERACTIVE BROKERS LLC, LIGHTSPEED TRADING, LLC, and GREENMOOR FINANCIAL GROUP, LLC in Florida, Illinois, and Massachusetts. Jonathan's experience includes working with clients on a range of financial needs, including investment management, retirement planning, and wealth management.
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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2
NY
03/26/2024 - Present
Stonehaven, LLC (NEW YORK NY)
FL
06/08/2015 - 05/10/2023
DASH PRIME LLC (West Palm Beach FL)
IL
01/27/2015 - 03/06/2015
INTERACTIVE BROKERS LLC (CHICAGO IL)
IL
12/05/2011 - 11/20/2014
LIGHTSPEED TRADING, LLC (CHICAGO IL)
MA
07/14/2009 - 12/05/2011
GREENMOOR FINANCIAL GROUP, LLC (BOSTON MA)
BC
Issued 08/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2018
Series 57 - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
Series 3 - National Commodity Futures Examination
BC
Issued 07/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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