Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Chance is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has been in the financial services industry since 2006. Jonathan specializes in providing investment advice to individuals, corporations, and other businesses. Jonathan has a Series 6, 7, and 66 license and is registered in Arkansas and Texas. Jonathan is also an owner of Grey Wisdom Investment Properties LLC, which is a small real estate investment firm.
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
AR
12/15/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LITTLE ROCK AR)
AR
11/05/2021 - 09/21/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Conway AR)
TX
10/12/2017 - 03/27/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
12/08/2015 - 10/04/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/13/2008 - 04/28/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/20/2006 - 11/07/2007
CHASE INVESTMENT SERVICES CORP. (IRVING TX)
BOTH
Issued 02/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2006
Series 6 - Investment Company Products/Variable Contracts 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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