Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rhoades is a financial professional with over two decades of experience in the industry. Jonathan is a registered representative and principal with MML Investors Services, LLC and is licensed to conduct business in Washington. Jonathan is a highly experienced financial professional who has earned a number of professional designations and certifications. He has also passed a number of industry exams, including the Series 7, Series 24, Series 53 and the SIE. Prior to joining MML Investors Services, LLC, Jonathan worked with Phillips & Company Securities Inc.. Jonathan's clients include individuals, families, trusts, corporations, charitable organizations, and pension and profit-sharing plans. He is committed to providing his clients with personalized financial advice and services, helping them to 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WA
06/08/2001 - Present
MML Investors Services, LLC (MERCER ISLAND WA)
OR
07/10/2000 - 01/18/2001
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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