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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan r.? Claim Your ProfileJonathan Belter is a Registered Representative and Investment Adviser Representative with Fidelity Personal and Workplace Advisors. Jonathan has been in the financial services industry for over 8 years, and has a background in providing financial advice to individuals and families. Jonathan specializes in financial planning, portfolio management, and investment advice. Jonathan is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) as well as several states including Texas, Massachusetts, and Utah. Jonathan has also passed several securities industry exams including the Series 7, Series 10, and Series 9.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (RHOME TX)
BOTH
Issued 06/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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