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 MacK is a financial advisor with Commonwealth Financial Network and has been in the industry since January 3, 2007. Jonathan is registered with the state of Massachusetts. He has a Series 7, Series 31 and Series 66 license. Jonathan was previously registered with UBS Financial Services Inc., Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Jonathan is a dedicated financial advisor committed to providing comprehensive financial guidance to individuals, families, and businesses. With experience in investment management, financial planning, and insurance, Jonathan's approach focuses on understanding your unique circumstances and goals to develop personalized strategies for financial success. He offers a range of services, including portfolio management, retirement planning, college savings planning, and insurance solutions. Jonathan's commitment to client education ensures you are informed and confident in your financial decisions. Whether you are just starting out or looking for guidance on managing your wealth, Jonathan's expertise and personalized approach can help you achieve your financial objectives.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/12/2024 - Present
Commonwealth Financial Network (WORCESTER MA)
MA
05/20/2011 - 01/23/2024
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
MA
06/01/2009 - 05/26/2011
MORGAN STANLEY SMITH BARNEY (WORCESTER MA)
MA
09/19/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WORCESTER MA)
NA
09/30/1991 - 06/13/1992
SANYO SECURITIES AMERICA INC.
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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