Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Pankow is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the securities industry since 2011. Jonathan has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2015 and is registered in California, Tennessee, and Texas. Jonathan has a wide range of experience and expertise, including portfolio management for individuals and businesses, as well as pension consulting. Jonathan also provides educational seminars and research reports and services.
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
TN
07/08/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Brentwood TN)
CA
05/22/2014 - 04/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (DIAMOND BAR CA)
CA
04/25/2011 - 05/14/2014
CETERA ADVISOR NETWORKS LLC (COVINA CA)
BOTH
Issued 05/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2011
Series 7 - General Securities 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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