Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan R. Kiss is a securities professional with over seven years of experience in the financial industry. Jonathan is currently registered with Tripletree, LLC and holds a Series 63, Series 79, and SIE licenses. Jonathan has previously held positions at Houlihan Lokey Capital, Inc., Perella Weinberg Partners LP, and MTS Securities, LLC. Jonathan is registered in Minnesota and New York.
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.
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.
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2
MN
11/07/2016 - Present
Tripletree, LLC (Minneapolis MN)
IL
05/25/2016 - 09/01/2016
HOULIHAN LOKEY CAPITAL, INC. (CHICAGO IL)
NY
09/16/2015 - 05/26/2016
PERELLA WEINBERG PARTNERS LP (NEW YORK NY)
NY
06/01/2015 - 08/04/2015
MTS SECURITIES, LLC (NEW YORK NY)
BC
Issued 12/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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