Unclaimed
Jonathan Paul Dannemiller is a financial professional with over 15 years of experience in the industry. Jonathan has worked with multiple firms including ING Financial Partners, Inc., Hartford Equity Sales Company Inc., and P.J. Robb Variable Corporation. Currently, Jonathan is registered with MMA Securities LLC and specializes in providing advisory services to retirement plan participants.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
OH
06/10/2024 - Present
MMA Securities LLC (Loveland OH)
TN
06/11/2012 - 08/17/2018
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
OH
08/04/2010 - 01/31/2012
ING FINANCIAL PARTNERS, INC. (AMELIA OH)
OH
12/21/2005 - 01/08/2010
HARTFORD EQUITY SALES COMPANY INC. (CINCINNATI OH)
CT
04/29/2004 - 11/30/2005
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 06/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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