Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Robin Prestridge is a registered representative with Concourse Financial Group Securities, Inc. and has been in the financial services industry since August 30, 2002. Jonathan is a Certified Financial Planner™ and is licensed to offer securities and insurance products. Jonathan's areas of specialization include retirement planning, college savings, estate planning, and tax planning. Jonathan also offers tax preparation services through Prestridge Tax Solutions. Jonathan has over 20 years of experience helping clients achieve their financial goals.
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.
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
LA
05/17/2012 - Present
Concourse Financial Group Securities, Inc. (Baton Rouge LA)
LA
08/30/2002 - 05/16/2012
CENTAURUS FINANCIAL, INC. (BATON ROUGE LA)
BOTH
Issued 01/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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