Unclaimed
Jonathan Massey is an active Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC in Woodbridge, NJ. Jonathan has been in the securities industry since September 1994, and is registered to provide financial advice in California, Colorado, Connecticut, Florida, Georgia, Kentucky, Montana, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas and Virginia. Jonathan has held licenses in multiple states, including California, Colorado, Connecticut, Florida, Georgia, Kentucky, Montana, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas and Virginia. Jonathan also has experience at MonY Securities Corporation.
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.
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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2
NJ
04/30/2020 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NY
09/03/1994 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 03/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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