Unclaimed
Jonathan Schildkraut is a financial advisor who has been in the industry since 2011. Jonathan is currently registered with Lincoln Financial Distributors, Inc. in Hartford, Connecticut. Jonathan has previously been registered with Prudential Annuities Distributors, Inc., MML Investors Services, LLC, and MSI Financial Services, Inc. Jonathan holds the Series 66, Series 7, and SIE exams.
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.
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.
1
2
CT
03/05/2024 - Present
Lincoln Financial Distributors, Inc. (HARTFORD CT)
CT
06/21/2018 - 01/22/2024
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
03/25/2017 - 05/24/2018
MML INVESTORS SERVICES, LLC (SHELTON CT)
CT
04/25/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
BOTH
Issued 10/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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