Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Morgan Presley is a financial professional with experience in the financial services industry. Jonathan is currently registered with State Farm VP Management Corp. in Sumter, SC and holds the Series 7, Series 66, and Series 6TO licenses. Previously, Jonathan was registered with MWA FINANCIAL SERVICES INC. and LPL FINANCIAL 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.
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
SC
09/04/2024 - Present
State Farm VP Management Corp. (Sumter SC)
SC
03/18/2024 - 08/07/2024
MWA FINANCIAL SERVICES INC. (Summerville SC)
SC
02/14/2023 - 01/19/2024
LPL FINANCIAL LLC (SUMMERVILLE SC)
BOTH
Issued 03/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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