Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Nicholas Monesar is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan is licensed in Florida and Texas, having passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Jonathan has been in the financial services industry since November 2020 and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since that time. Jonathan has experience with a variety of clients including high-net-worth individuals, corporations, and insurance companies. Jonathan offers a range of services including portfolio management, financial planning, pension consulting, and educational seminars. Jonathan is committed to providing his clients with personalized advice and service to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
10/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GAINESVILLE FL)
BC
Issued 08/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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