Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Reynolds is a financial advisor with Fidelity Personal And Workplace Advisors. Jonathan has been in the financial services industry since 2015 and is licensed in 53 states, including California and Texas. Jonathan holds Series 3, 7, 34 and 63 licenses. Jonathan provides financial planning, portfolio management for individuals and businesses, and educational seminars to 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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/09/2020 - Present
Fidelity Personal AND Workplace Advisors (BURLINGAME CA)
IA
Issued 07/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2015
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 09/22/2015
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jonathan Reynolds is the right advisor for you? Invested Better is here to help.
