Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ocampo is a financial advisor with TD Private Client Wealth LLC, having joined the firm in July 2023. Prior to this, Jonathan worked at Citigroup Global Markets Inc. He began his career in the financial services industry in 2010. Jonathan holds a Series 6, 7, and 66 licenses. Jonathan provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/18/2023 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
07/23/2019 - 07/18/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
02/02/2018 - 06/16/2019
CETERA INVESTMENT SERVICES LLC (CRANFORD NJ)
NJ
06/18/2014 - 02/05/2018
SANTANDER SECURITIES LLC (ELIZABETH NJ)
NJ
01/18/2010 - 08/23/2012
CHASE INVESTMENT SERVICES CORP. (AVENEL NJ)
BOTH
Issued 09/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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