Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mouavangsou is an investment advisor representative with Charles Schwab & CO., Inc. Jonathan has been in the financial services industry for over 3 years. Jonathan is registered with the state of Minnesota. Jonathan is Series 7TO, Series 63 and Series 65 licensed. Jonathan previously worked at U.S. BANCORP INVESTMENTS, INC. and has worked at Charles Schwab & CO., Inc. before.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MN
03/25/2024 - Present
Charles Schwab & CO., Inc. (Edina MN)
MN
03/16/2023 - 03/14/2024
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
11/09/2021 - 03/14/2023
CHARLES SCHWAB & CO., INC. (Edina MN)
IA
Issued 12/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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