Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stern is an experienced financial professional with over 20 years in the industry. Jonathan is a Series 7, 24, 63, 79TO, and 99TO licensed professional. Jonathan has been registered with FINRA since 2003 and is currently employed with Berkshire Global Advisors LP.
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
NY
05/12/2003 - Present
Berkshire Global Advisors LP (NEW YORK NY)
BC
Issued 03/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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