Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Heck is a financial advisor with Wells Fargo Clearing Services, LLC. Jonathan is licensed to provide investment advice and brokerage services in 53 states and the District of Columbia. He has been in the financial industry since 2015 and is a registered representative with FINRA and a registered investment advisor with the SEC. Jonathan has passed the Series 6, 7, 63, and 65 exams. Jonathan provides a range of financial services including financial planning, portfolio management, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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.
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2
VA
06/06/2022 - Present
Wells Fargo Clearing Services, LLC (CHESTER VA)
VA
03/31/2021 - 06/02/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (GLEN ALLEN VA)
VA
11/06/2015 - 03/30/2021
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
IA
Issued 12/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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