Unclaimed
Jonathan Tucker is a financial professional with experience in the financial services industry. Jonathan currently holds a Series 7TO and SIE license and is registered with iCapital Markets LLC. Jonathan has previously worked with Securities America, Inc., OSAIC Wealth, Inc., Triad Advisors LLC, Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., and UBS Financial Services 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.
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.
1
2
FL
08/04/2024 - Present
Icapital Markets LLC (Boca Raton FL)
NE
11/17/2022 - 05/17/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/16/2022 - 05/17/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
GA
11/16/2022 - 05/17/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
11/16/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/16/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/16/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NJ
09/27/2022 - 11/21/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 09/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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