Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rees is a financial professional with over 20 years of experience in the industry. He is currently registered with Allstate Financial Services, LLC and has been with the firm since 2014. Previously, Jonathan Rees was registered with NYLIFE Securities LLC from 2001 until 2014. He is licensed in multiple states, including Colorado, Florida, Ohio and Pennsylvania. Jonathan Rees holds the Series 6, Series 63, and SIE securities licenses.
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
PA
07/16/2014 - Present
Allstate Financial Services, LLC (ERIE PA)
PA
02/23/2001 - 07/09/2014
NYLIFE SECURITIES LLC (ERIE PA)
BC
Issued 06/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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