Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hyman is a financial professional with over 12 years of experience in the financial industry. Jonathan is currently registered with Stifel, Nicolaus & Company, Inc. in Charlotte, North Carolina. Jonathan has a Series 7, Series 24, Series 63, and SIE licenses. Jonathan has also been registered in North Carolina, New Jersey, New York, Georgia, Minnesota, and Tennessee. Prior to joining Stifel, Nicolaus & Company, Inc. Jonathan worked at STERNE, AGEE & LEACH, INC. in Charlotte, North Carolina. Jonathan has a strong track record of providing financial guidance and investment management services to individuals and institutions.
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
NC
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (CHARLOTTE NC)
NC
10/21/2010 - 06/05/2015
STERNE, AGEE & LEACH, INC. (CHARLOTTE NC)
BC
Issued 11/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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