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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Robert Singer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in PORTLAND, ME. Jonathan has been a registered representative for over 30 years and has experience in various industries. He specializes in investments and offers a variety of services, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars. He also provides research reports and services, allocation modeling, and IPS. Jonathan is licensed to provide investment advice in 39 states and is a member of FINRA and SIPC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
ME
12/22/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PORTLAND ME)
ME
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND ME)
NY
12/18/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/31/2000 - 12/16/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
02/02/1996 - 09/07/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
TX
04/27/1994 - 02/02/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
01/20/1993 - 05/04/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/20/1993 - 05/04/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
07/20/1992 - 09/28/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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