Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Prince Forte is a financial professional who has been working in the industry since 2016. He is currently registered as a Registered Representative and Investment Adviser Representative with Credit Union Investment Services. Jonathan has a Series 63, Series 65 and Series 6TO licenses, as well as the SIE exam. He offers financial planning services to both individuals and businesses and also provides educational seminars. Jonathan has a strong background in financial services, having worked at State Employees' Credit Union since 2016.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
10/24/2022 - Present
Credit Union Investment Services (Wilmington NC)
IA
Issued 10/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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