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 Parker is a financial advisor who has been in the industry since December 1991. Jonathan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Alabama and Texas. Previously, Jonathan was employed by Wells Fargo Clearing Services, LLC in Alabama and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alabama. Jonathan is licensed to offer a range of financial products and services to individuals, corporations, and institutions. Jonathan's specialties include retirement planning, investment management, and estate planning. He holds Series 7, 31, 63 and 65 licenses and the SIE exam. Jonathan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AL
02/25/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTGOMERY AL)
AL
01/16/2009 - 02/19/2021
WELLS FARGO CLEARING SERVICES, LLC (ABBEVILLE AL)
AL
12/19/1991 - 01/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
IA
Issued 02/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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