Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rothschild is a financial advisor with The Leaders Group, Inc. Jonathan is licensed in New York. He is also Series 6 and Series 63 licensed. Jonathan has been in the industry since 2016. His previous experience includes working with M HOLDINGS SECURITIES, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.
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.
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2
CO
09/07/2021 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NY
09/01/2020 - 02/26/2021
M HOLDINGS SECURITIES, INC. (WOODBURY NY)
CT
02/04/2016 - 09/18/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Stamford CT)
BC
Issued 05/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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