Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Nathaniel Chasen is a financial professional with over 20 years of experience in the industry. Jonathan is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions at BANC OF AMERICA INVESTMENT SERVICES, INC. Jonathan has a strong background in financial planning and investment management, and holds the Certified Financial Planner and Chartered Financial Consultant designations. Jonathan is dedicated to helping clients achieve their financial goals and has a reputation for providing personalized service. Jonathan is also actively involved in the community, serving on the board of the Charlottesville Economic Development Authority. Jonathan is a Series 7, Series 63, and Series 66 licensed professional. Jonathan holds registrations in 32 states for securities and 2 for investment advisory services.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
03/20/2008 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTESVILLE VA)
VA
10/09/2002 - 03/20/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORANGE VA)
MA
10/04/2000 - 10/08/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 10/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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