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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tudor is a financial advisor who is registered with Fidelity Personal and Workplace Advisors. Jonathan has been in the financial industry since 1997 and has a broad range of experience. Jonathan holds Series 6, 7, 63, and 65 licenses and the SIE. Jonathan is active in both the broker-dealer and investment advisor arenas. Jonathan specializes in working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Jonathan is registered in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Jonathan works from the Smithfield, RI office.
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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RI
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
11/26/2002 - 06/19/2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
ME
10/09/2001 - 11/01/2002
CITIZENS SECURITIES (PORTLAND ME)
MA
04/28/2000 - 08/30/2001
CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
CT
07/13/1999 - 03/03/2000
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
MA
06/04/1997 - 07/16/1999
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 10/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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