Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Goldman is a financial advisor with over 17 years of experience in the financial services industry. Jonathan currently works at Wells Fargo Clearing Services, LLC. Jonathan has previously held positions at AXA Advisors, LLC, TD Wealth Management Services Inc., PNC Investments, LINSCO/Private Ledger Corp., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Jonathan holds FINRA Series 7 and 66 licenses and is registered in Delaware, Florida, North Carolina, and Pennsylvania. Jonathan provides investment consulting services to institutional clients and offers financial planning, pension consulting, selection of other advisors, and portfolio management services for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
PA
08/26/2010 - Present
Wells Fargo Clearing Services, LLC (BALA CYNWYD PA)
PA
08/13/2009 - 04/05/2010
AXA ADVISORS, LLC (BALA CYNWYD PA)
NJ
05/17/2007 - 06/15/2009
TD WEALTH MANAGEMENT SERVICES INC. (CHERRY HILL NJ)
PA
05/02/2006 - 08/21/2006
PNC INVESTMENTS (BLUE BELL PA)
PA
01/03/2006 - 03/21/2006
LINSCO/PRIVATE LEDGER CORP. (BALA CYNWYD PA)
MN
09/03/2004 - 12/13/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/03/2004 - 12/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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