Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stevens is a financial professional with over 20 years of experience in the industry. Jonathan is currently registered with National Financial Services LLC and has previously been registered with Fidelity Brokerage Services LLC. Jonathan holds several licenses, including Series 7, 9, 10, 24, 63, and SIE. Jonathan is committed to providing their clients with personalized financial advice and guidance.
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
KY
04/05/2016 - Present
National Financial Services LLC (COVINGTON KY)
KY
08/15/2018 - 01/26/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
08/20/1998 - 03/07/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 07/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2009
Series 24 - General Securities Principal Examination
BC
Issued 05/16/2008
Series 4 - Registered Options Principal Examination
BC
Issued 09/22/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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