Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Coats is a registered representative with Fidelity Personal and Workplace Advisors. Jonathan has been in the industry for 6 years and holds Series 66, Series 10, Series 9, Series 7TO, and SIE licenses. Jonathan is registered in 52 states and also has a registration in Florida and Texas for Investment Advisor activities. Jonathan's experience includes time at Thrivent Investment Management Inc. Jonathan works with a variety of clients including individuals, high-net-worth individuals, corporations, 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.
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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2
FL
08/20/2021 - Present
Fidelity Personal AND Workplace Advisors (MIAMI FL)
TX
02/08/2019 - 08/13/2020
THRIVENT INVESTMENT MANAGEMENT INC. (HOUSTON TX)
BOTH
Issued 03/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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