Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tallman is a financial advisor based in Niceville, FL. Jonathan has been in the financial services industry since 2008. Jonathan is registered with Osaic Wealth, Inc. in Florida and Pennsylvania. Jonathan is also registered with the following states: Florida, Georgia, Illinois, New York, North Carolina, Ohio, Pennsylvania and Texas. Jonathan has a Series 6, Series 63, Series 65, and SIE license. Jonathan's previous employers include Sagepoint Financial, Inc. and Northwestern Mutual Investment Services, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (NICEVILLE FL)
FL
11/10/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NICEVILLE FL)
FL
07/18/2008 - 10/11/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FT WALTON BCH FL)
IA
Issued 05/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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