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 Reheuser is a financial advisor with Fidelity Personal AND Workplace Advisors. Jonathan has been working in the financial services industry since October 12, 2001. Jonathan holds Series 7, 31, 63, 65, and 66 licenses. Jonathan is registered in 53 states and 3 jurisdictions. Jonathan has been with Fidelity Personal AND Workplace Advisors since July 2018, and prior to that, Jonathan worked at Commonwealth Financial Network from January 30, 2003, to March 10, 2004.
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.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
01/30/2003 - 03/10/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
10/01/1998 - 12/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
06/22/1998 - 10/09/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
BOTH
Issued 06/16/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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