Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Renteria Castaneda is a financial professional with experience in the securities industry. Jonathan is currently registered with Fidelity Brokerage Services LLC and previously worked at CUNA Brokerage Services, Inc. Jonathan holds the Series 7TO, Series 63, and SIE licenses. Jonathan is registered in 53 states and the District of Columbia. Jonathan is a valuable resource for clients looking for financial advice.
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
RI
11/15/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
CA
07/29/2021 - 09/22/2021
CUNA BROKERAGE SERVICES, INC. (TUSTIN CA)
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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