Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Peter Michael is a financial professional with over 10 years of experience in the financial industry. Jonathan currently holds a Series 7, Series 24, and Series 63 licenses. Jonathan is a registered representative of DFA Securities LLC and holds 51 state securities licenses. Prior to joining DFA Securities, Jonathan worked at Vanguard Marketing Corporation. Jonathan is a dedicated and experienced financial professional who is committed to providing his clients with the highest level of service.
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.
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.
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NC
06/27/2016 - Present
DFA Securities LLC (CHARLOTTE NC)
NC
08/09/2011 - 02/26/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 07/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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