Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Thomas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Bloomfield Hills, MI. Jonathan has been in the industry since 2019 and has experience with Aurora Securities, Sigma Financial Corporation, and Northwestern Mutual Investment Services, LLC. Jonathan has passed the Series 63, Series 65, Series 7, and SIE exams. Jonathan specializes in providing a range of financial services to individual and business clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
04/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
09/23/2021 - 02/02/2024
AURORA SECURITIES (Bloomfield Hills MI)
MI
05/04/2021 - 09/28/2021
SIGMA FINANCIAL CORPORATION (BLOOMFIELD HILLS MI)
MI
10/17/2019 - 10/22/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
IA
Issued 01/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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