Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Schadler is a financial advisor with Fidelity Personal And Workplace Advisors. Jonathan has been a registered representative for over 4 years and has been active in the industry since 2013. Jonathan holds the Series 66, Series 63, Series 9, Series 10, and Series 7 licenses. Jonathan Michael Schadler is registered to provide investment advice in 53 states and the District of Columbia. Fidelity Personal And Workplace Advisors is a large financial firm that provides a wide range of financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
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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KY
03/14/2019 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KY
05/06/2014 - 01/03/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 03/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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