Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Sherwei Shaw is a financial advisor registered with National Financial Services LLC in Albuquerque, NM. He is a registered representative with the firm and has been in the industry since June 30, 2015. Jonathan has passed the Series 63, Series 7 and SIE exams. His experience includes working at Fidelity Brokerage 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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NM
12/05/2017 - Present
National Financial Services LLC (ALBUQUERQUE NM)
NM
04/11/2016 - 07/06/2017
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
NM
06/03/2014 - 08/12/2015
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BC
Issued 09/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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