Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Schaetz is a financial advisor with Moelis & Co. LLC located in SAN FRANCISCO, California. Jonathan has been in the financial services industry since August 8, 2013. Jonathan holds the Series 7, Series 79, Series 63 and SIE licenses and is registered with FINRA and the states of California and New York. Prior to joining Moelis & Co. LLC, Jonathan was employed by CITIGROUP GLOBAL MARKETS INC.
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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CA
07/16/2018 - Present
Moelis & Co. LLC (SAN FRANCISCO CA)
NY
06/04/2013 - 05/10/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 06/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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