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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Palmer Murray is a financial advisor with UBS Financial Services Inc. based in HUNT VALLEY, MD. Jonathan has been in the industry since 1989. Jonathan is registered to provide investment advice in 33 states. In addition to UBS Financial Services Inc., Jonathan has held previous positions with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Jonathan is registered to provide investment advice in 33 states. Jonathan holds the Series 63, 65, 7, 31, and SIE exams. Jonathan specializes in investment advice, financial planning, portfolio management, and educational seminars.
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.
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.
See schedule d - miscellaneous
1
2
MD
05/09/2007 - Present
UBS Financial Services Inc. (HUNT VALLEY MD)
MD
02/21/2006 - 01/12/2007
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
MD
09/07/1994 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
10/25/1989 - 08/25/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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