Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Todd Pace is a financial advisor at Osaic Wealth, Inc. with over 29 years of experience in the financial services industry. Jonathan Pace has been registered with the state of Texas since 1996 and the state of North Carolina since 2024. Jonathan Pace is a Series 6, 7, 24, 63, and 66 licensed advisor. In addition to his work with Osaic Wealth, Inc., Jonathan Pace also owns AP Insurance Services and Advisor Bridge, Inc.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/19/2024 - Present
Osaic Wealth, Inc. (McKinney TX)
TX
11/20/2000 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (McKinney TX)
TX
06/02/1999 - 11/14/2000
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
TX
09/17/1996 - 06/16/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
GA
09/03/1996 - 09/13/1996
WMA SECURITIES, INC. (DULUTH GA)
NY
12/15/1987 - 05/25/1990
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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