linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Paul Marchetti

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Paul Marchetti

Jonathan Paul Marchetti is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with Fidelity Brokerage Services LLC and has previously held positions at National Financial Services LLC, CCO Investment Services Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan is a Series 7, 9, 10, 24, 63, 66, 99TO and SIE licensed professional. Jonathan is also a registered representative in Massachusetts, Rhode Island, Texas, and Utah.

Firm Information

Jonathan Marchetti is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Marchetti’s Registration & Firm History

RI

09/08/2022 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

RI

07/09/2007 - 08/10/2022

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

RI

03/31/2006 - 05/29/2007

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

04/10/2003 - 12/08/2005

CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)

NY

11/01/2001 - 04/08/2003

QUICK & REILLY, INC. (NEW YORK NY)

NY

07/17/2000 - 10/26/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Jonathan Paul Marchetti is right for you?

Licenses & Designations

BC

Issued 12/21/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/29/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/23/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/26/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jonathan Paul Marchetti.
Not sure if Jonathan Paul Marchetti is right for you?