Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Varelas is a financial advisor with Equitable Advisors, LLC in Saddle Brook, NJ. Jonathan has been in the industry since 2022. Jonathan is licensed in New Jersey and Pennsylvania. Jonathan specializes in financial planning, pension consulting, and educational seminars. Jonathan is also a registered representative with Equitable Advisors, LLC. Jonathan previously worked with NYLIFE Securities LLC and JVA Investments LLC.
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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NJ
10/09/2024 - Present
Equitable Advisors, LLC (SADDLE BROOK NJ)
NJ
02/22/2022 - 03/29/2022
NYLIFE SECURITIES LLC (EDISON NJ)
IA
Issued 05/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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