Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Carlysle is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in San Francisco, CA. Jonathan is a licensed securities representative with over 20 years of experience in the financial services industry. Jonathan is registered with the state of California and Texas as a broker-dealer and investment advisor. Jonathan has a proven track record of helping clients achieve their financial goals. Jonathan specializes in providing investment advice to individuals and families, businesses, and charitable organizations. Jonathan also offers financial planning services. Jonathan is committed to providing clients with personalized advice and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
03/04/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
01/24/2022 - 06/07/2023
CHARLES SCHWAB & CO., INC. (Menlo Park CA)
CA
11/29/2021 - 01/11/2022
EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)
OH
05/02/2000 - 05/30/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 10/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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