Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Laird is a financial advisor at Raymond James Financial Services Advisors, Inc. Jonathan has been in the financial industry for over 25 years and has a broad range of experience in providing investment advice and wealth management services. Jonathan holds Series 7, 9, 10, 31, and 63 licenses, and has a Certified Financial Planner designation. Jonathan also has a Master of Business Administration degree from the University of Rhode Island.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
02/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Vineyard Haven MA)
MA
08/10/2007 - 02/26/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VINEYARD HAVEN MA)
CT
07/01/2003 - 08/10/2007
WACHOVIA SECURITIES, LLC (WESTPORT CT)
NY
10/13/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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