Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Steven Lord is a registered representative with Fidelity Brokerage Services LLC. Jonathan has been in the securities industry since November 1, 2011. Jonathan is registered in 53 states and holds the Series 4, Series 7, Series 9, Series 10, and Series 63 licenses. Jonathan previously worked with TD Ameritrade, Inc.
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
TX
05/14/2012 - Present
Fidelity Brokerage Services LLC (ARLINGTON TX)
TX
10/07/2011 - 04/17/2012
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2014
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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