Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stauning is a financial professional with over 10 years of experience in the industry. Jonathan is currently registered with Bofa Securities, Inc. in Charlotte, North Carolina and has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, North Carolina. Jonathan holds the Series 63, Series 79, Series 24 and SIE licenses.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NC
05/10/2019 - Present
Bofa Securities, Inc. (CHARLOTTE NC)
NC
09/03/2012 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BC
Issued 09/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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