Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Plance is a financial professional with over 5 years of experience in the industry. Jonathan is currently registered with Pacific Select Distributors, LLC, a firm with a broad range of financial products and services. Previously, Jonathan was associated with TD Ameritrade, Inc. Jonathan is a dedicated professional with a focus on providing clients with sound financial advice. Jonathan holds licenses including Series 7, Series 63, Series 66, and SIE exams. Jonathan is currently registered in Connecticut, Florida, Massachusetts, and Rhode Island.
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
NE
08/01/2019 - Present
Pacific Select Distributors, LLC (OMAHA NE)
NE
08/22/2018 - 07/29/2019
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 11/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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