Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan George is a financial professional with Northwestern Mutual Investment Services, LLC. Jonathan is based in Raleigh, NC. Jonathan is currently registered with FINRA and has a Series 7TO, Series 63, Series 24, and SIE license. Jonathan is registered to conduct business in 24 states. Jonathan has been in the financial industry for over 2 years.
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.
Investment research; referrals to other advisers
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.
Referral fees
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NC
11/16/2022 - Present
Northwestern Mutual Investment Services, LLC (Raleigh NC)
NC
04/01/2021 - 08/29/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Raleigh NC)
BC
Issued 08/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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