Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan MacLeod is a registered representative with Stifel, Nicolaus & Company, Inc., located in Baltimore, MD. Jonathan has been in the financial services industry since 2004, and has held previous positions at Citigroup Global Markets Inc. and Morgan Stanley. Jonathan has a wide range of experience and expertise in the financial services industry. Jonathan holds Series 3, 4, 7, 16, and SIE licenses and is a Registered Options Principal and General Securities Principal.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/11/2019 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
NY
11/11/2002 - 07/27/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/02/2009 - 08/15/2013
MORGAN STANLEY (PURCHASE NY)
BC
Issued 11/26/2012
Series 4 - Registered Options Principal Examination
BC
Issued 03/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2011
Series 3 - National Commodity Futures Examination
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2002
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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