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 Meyers is a financial professional with over 10 years of experience in the industry. Jonathan has a strong track record of success in helping individuals and families achieve their financial goals. Jonathan currently works with Concourse Financial Group Securities, Inc. Previously, Jonathan was a financial advisor with ING Financial Partners, Inc. Jonathan is a registered representative of Concourse Financial Group Securities, Inc., and holds the Series 6, Series 63 and SIE licenses. Jonathan specializes in working with clients on financial planning, portfolio management, and retirement planning.
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
TX
06/19/2014 - Present
Concourse Financial Group Securities, Inc. (Sugar Land TX)
TX
08/08/2012 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (HOUSTON TX)
BC
Issued 08/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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