Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Swofford is a financial advisor with Fidelity Personal And Workplace Advisors. Jonathan has been in the industry since 2018, and is licensed to provide investment advice in 53 states. Jonathan holds Series 7 and Series 66 securities licenses, and is licensed to provide investment advice in Texas and North Carolina. Fidelity Personal And Workplace Advisors is a large financial firm with over $1 trillion in assets under management. The firm offers a wide range of financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
1
2
NC
02/04/2019 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
NC
06/16/2017 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 07/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jonathan Swofford is the right advisor for you? Invested Better is here to help.
