Unclaimed
Jonathan Morocco is a financial professional with over 20 years of experience in the financial services industry. Jonathan is currently registered with Avatar Securities, LLC and holds several industry licenses, including Series 7, Series 55, Series 57TO and the SIE. Prior to joining Avatar Securities, Jonathan was previously associated with Hold Brothers On-Line Investment Services L.L.C., Skeffington Securities, L.L.C. and Hold Brothers On-Line Investment Services Inc. Jonathan is committed to providing clients with personalized financial advice and guidance.
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.
1
2
NY
07/24/2012 - Present
Avatar Securities, LLC (NEW YORK NY)
NJ
08/01/2002 - 07/09/2012
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (JERSEY CITY NJ)
NJ
07/01/2002 - 08/01/2002
SKEFFINGTON SECURITIES, L.L.C. (JERSEY CITY NJ)
NY
01/09/2001 - 07/01/2002
HOLD BROTHERS ON-LINE INVESTMENT SERVICES INC. (NEW YORK NY)
BC
Issued 01/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq PHLX LLC
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