Unclaimed
Jonathan Nechodom is a financial advisor with Grove Point Investments, LLC. Jonathan has been in the industry since 2013. Jonathan specializes in helping clients with their financial goals.
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.
1
2
MD
06/17/2024 - Present
Grove Point Investments, LLC (ROCKVILLE MD)
HI
05/29/2020 - 05/18/2023
MADISON AVENUE SECURITIES, LLC (Honolulu HI)
CA
02/06/2019 - 08/15/2019
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
02/06/2019 - 08/15/2019
CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)
CA
02/06/2019 - 08/15/2019
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
02/06/2019 - 08/15/2019
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
02/06/2019 - 08/15/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
01/28/2019 - 08/15/2019
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
01/15/2016 - 11/19/2018
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
09/22/2015 - 11/19/2018
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
02/26/2013 - 10/28/2014
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 06/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2016
Series 4 - Registered Options Principal Examination
BC
Issued 05/13/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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