Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Satran is an investment professional with extensive experience in the financial services industry. Jonathan is currently registered with Oppenheimer & Co. Inc., where Jonathan is an active broker-dealer and investment advisor representative. Prior to joining Oppenheimer & Co. Inc., Jonathan was a registered representative with COWEN AND COMPANY and CREDIT SUISSE SECURITIES (USA) LLC. Jonathan holds the Series 63, Series 7, and SIE exams and is licensed to conduct securities business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jonathan has been active in the securities industry since 2000.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
08/30/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
CT
01/07/2019 - 07/18/2023
COWEN AND COMPANY (Stamford CT)
NY
10/28/1999 - 04/30/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonathan Satran is the right advisor for you? Invested Better is here to help.
