Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Moffat is an investment advisor representative at Aligned Advisors. Jonathan has been in the industry since 2004 and has a combined Series 66 and Series 7 license. Jonathan specializes in financial planning and portfolio management for individuals. Jonathan is also a board member of Launch Dental, LLC and a partner in DSO CFO, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
Flat fee for the collection and organization of financial info
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CA
04/12/2023 - Present
Aligned Advisors (OCEANSIDE CA)
CA
04/23/2004 - 11/03/2014
PLANMEMBER SECURITIES CORPORATION (BONSALL CA)
BOTH
Issued 01/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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