Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Schaub is a financial advisor with over 23 years of experience in the industry. Jonathan has a wide range of experience working for firms like American Portfolios Financial Services, Inc., Osaic Institutions, Inc., and Osaic Wealth, Inc. Jonathan is registered with FINRA and holds the Series 6, 7, 24, and 63 licenses. Jonathan is currently registered with American Portfolios Financial Services, Inc. in Holbrook, New York and Osaic Institutions, Inc. in Meriden, Connecticut.
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
NY
12/22/2023 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
GA
05/07/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
05/07/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
07/31/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
07/31/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
06/01/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
06/27/2012 - 10/22/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
10/31/2005 - 04/09/2012
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
03/09/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IL
12/03/2004 - 03/10/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/15/2003 - 03/04/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
DE
09/19/2002 - 10/03/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
06/06/2002 - 08/23/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CT
09/28/2000 - 01/28/2002
ING PILGRIM SECURITIES, INC. (WINDSOR CT)
TX
01/02/2000 - 10/10/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
AZ
01/25/1999 - 06/21/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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