Unclaimed
Jonathan Bushnell is a financial professional with over 10 years of experience in the securities industry. Jonathan is registered with Carl Marks Securities LLC and holds the Series 7, Series 63, Series 79 and SIE licenses. Jonathan has a strong track record of success in providing investment advice and financial planning services to individual and institutional clients. Jonathan is committed to providing clients with personalized, high-quality service and helping them 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.
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
05/17/2013 - Present
Carl Marks Securities LLC (NEW YORK NY)
BC
Issued 08/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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