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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Salaciak is a financial advisor with Ameriprise Financial Services, LLC. Jonathan has been in the financial industry since 1994 and has held previous roles at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Commonwealth Financial Network, Goldman, Sachs & Co., and Charles Schwab & Co., Inc. Jonathan offers a variety of services, including asset allocation, financial planning, pension consulting, 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 services
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.
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2
MA
07/12/2023 - Present
Ameriprise Financial Services, LLC (Boston MA)
MA
08/22/2013 - 10/02/2018
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
03/16/2011 - 09/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
07/10/2006 - 04/09/2007
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
05/19/2005 - 07/21/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
TX
04/28/1995 - 04/28/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
02/23/1994 - 02/21/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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