Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tortorici is a financial professional with over 24 years of experience in the industry. Jonathan is currently registered with B. Riley Wealth Management. Jonathan holds Series 6, 63, and SIE licenses, and is also a Series 99TO operations professional. Jonathan is registered in New York. Previously, Jonathan was registered with National Securities Corporation and Prime Capital Services, Inc. Jonathan has a history of working in the Poughkeepsie, NY area.
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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NY
07/22/2022 - Present
B. Riley Wealth Management (POUGHKEEPSIE NY)
NY
10/29/2013 - 07/22/2022
NATIONAL SECURITIES CORPORATION (POUGHKEEPSIE NY)
NY
10/30/1998 - 11/29/2013
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NJ
08/03/1998 - 10/05/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 08/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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