Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Doyle is a financial advisor with over 20 years of experience in the industry. Jonathan is currently employed by City National Rochdale and works in the firm's offices in NEW YORK and Chicago. Jonathan has obtained numerous professional licenses and certifications, including the Series 6, 7, 63, and 65 licenses, and the SIE exam. He is a registered investment advisor and holds broker-dealer licenses in several states. Jonathan is dedicated to providing personalized financial advice to individuals, families, and businesses. Jonathan specializes in portfolio management and investment strategies.
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.
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.
Strategic management for diversified investment portfolios.
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
NY
01/10/2014 - Present
City National Rochdale (NEW YORK NY)
ME
09/16/2009 - 11/20/2009
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
MA
09/14/2006 - 03/29/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MA
10/20/2000 - 08/12/2005
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BC
Issued 09/24/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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