Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan MacY is a financial advisor with LPL Financial LLC. Jonathan has been working in the financial industry since 2015. Jonathan has a Series 7, Series 66, and SIE license and is registered to provide investment advice in Florida and Texas. Previously, Jonathan was registered with Morgan Stanley and UBS Financial Services Inc. Jonathan works with individual clients, high-net-worth individuals, corporations, and other businesses, as well as charitable organizations and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory 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.
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.
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2
FL
05/04/2023 - Present
LPL Financial LLC (MIAMI BEACH FL)
FL
09/14/2018 - 06/23/2021
MORGAN STANLEY (Aventura FL)
NY
06/15/2007 - 05/13/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 10/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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