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 Matrullo is a financial advisor with MML Investors Services, LLC. Jonathan has been in the financial services industry since November 2007. Jonathan is registered with the Securities and Exchange Commission (SEC) and has a Series 6, 7, 63, and 65 license. Jonathan is also registered with the state of Rhode Island. Jonathan has a variety of experience in the financial services industry, including working with individual clients, corporations, and institutions. Jonathan is committed to providing personalized financial advice to help clients reach 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
RI
10/09/2017 - Present
MML Investors Services, LLC (EAST PROVIDENCE RI)
RI
11/13/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)
RI
11/16/2007 - 11/18/2015
NYLIFE SECURITIES LLC (JOHNSTON RI)
IA
Issued 08/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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