Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Robert Waters is a financial advisor who has been active in the financial industry since September 24, 2007. Waters is currently registered with MML Investors Services, LLC in Maryland and Texas. Waters holds the Series 6, 7 and 66 licenses and the SIE exam. He is also a Certified Financial Planner. Prior to joining MML Investors Services, LLC, Waters was registered with MSI FINANCIAL SERVICES, INC. in Maryland. Waters has a broad range of experience in the financial industry. Waters has experience with individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, and insurance companies. Waters specializes in a variety of areas, 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
04/24/2021 - Present
MML Investors Services, LLC (Woodsboro MD)
MD
09/24/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELKRIDGE MD)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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