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 Kobler is a financial professional with over 10 years of experience in the industry. Jonathan is currently registered with National Financial Services LLC. Previously, Jonathan was affiliated with Fidelity Brokerage Services LLC and PFS Investments Inc. Jonathan holds the Series 6, Series 7, Series 63, and SIE licenses and is actively registered with FINRA.
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.
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TX
11/17/2021 - Present
National Financial Services LLC (WESTLAKE TX)
TX
10/01/2020 - 10/29/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
GA
01/01/2007 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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