Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Scott Merckens is a financial advisor at Commonwealth Financial Network. Jonathan has been in the industry since May 2000 and holds Series 63, Series 7, Series 24, and SIE licenses. Jonathan has been registered with Commonwealth Financial Network since September 2011 and previously worked at Equity Services, Inc. and Capital Analysts, Incorporated. Jonathan is a Certified Financial Planner and specializes in financial planning, portfolio management, and pension consulting. Jonathan also provides educational seminars and publications for his clients.
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.
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
OH
09/30/2011 - Present
Commonwealth Financial Network (STRONGSVILLE OH)
OH
09/10/2009 - 10/03/2011
EQUITY SERVICES, INC. (HINCKLEY OH)
OH
04/19/2000 - 08/26/2009
CAPITAL ANALYSTS, INCORPORATED (NORTH ROYALTON OH)
BC
Issued 12/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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