Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Shier is a financial advisor who has been in the industry since March 2023. Jonathan is currently registered with Thrivent Investment Management Inc. and is licensed to provide financial services in Arkansas, Colorado, Florida, Indiana, Iowa, Louisiana, Maryland, Minnesota, Missouri, New Jersey, Oklahoma, Oregon, Pennsylvania, and Texas. Jonathan has been previously affiliated with National Financial Services LLC and Fidelity Brokerage Services LLC. Jonathan holds a Series 7TO, Series 66, and SIE.
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.
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.
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TX
02/09/2024 - Present
Thrivent Investment Management Inc. (Fort Worth TX)
TX
11/07/2023 - 02/06/2024
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
11/28/2022 - 07/20/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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