Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Paul Fucci is a financial advisor with over 10 years of experience in the industry. He is registered with Key Investment Services LLC and holds Series 6, 7, 63 and 66 licenses. Jonathan is dedicated to providing personalized financial advice and investment management services to his clients. His experience includes working with a variety of clients, including high-net-worth individuals, families, businesses, and retirement plans. Prior to joining Key Investment Services LLC, Jonathan worked at Infinex/United Bank and First Allied Advisory Services, Inc. Jonathan is committed to helping clients achieve their financial goals and has a proven track record of success.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CT
12/01/2016 - Present
KEY Investment Services LLC (BRANFORD CT)
CT
03/11/2016 - 11/28/2016
INFINEX INVESTMENTS, INC. (Bristol CT)
CT
06/06/2014 - 12/23/2014
FIRST ALLIED SECURITIES, INC. (Farmington CT)
CT
04/07/2014 - 07/03/2014
PROEQUITIES, INC. (FARMINGTON CT)
CT
08/26/2011 - 02/03/2014
LPL FINANCIAL LLC (GLASTONBURY CT)
CT
08/19/2009 - 09/23/2011
METLIFE SECURITIES INC. (WETHERSFIELD CT)
BOTH
Issued 07/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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