Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Patrick Dinan is a registered representative associated with Money Concepts Capital Corp.. Jonathan has been working in the financial services industry for several years. Jonathan holds the Series 7TO and SIE securities licenses and is registered in the state of Florida. Jonathan's specializations include financial planning, portfolio management for businesses and individuals, and general consulting services. Jonathan provides services to a wide range of clients, including individuals, businesses, charities, and pension plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
06/27/2024 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 06/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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