Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Velan Petion is a financial advisor with Spartan Capital Securities, LLC, a broker-dealer with an active BC scope. Jonathan has over four years of experience in the industry, previously working for UBS Financial Services Inc. and Joseph Stone Capital L.L.C. Jonathan is registered with FINRA and holds Series 7, 63, and 66 licenses, as well as the SIE exam. Jonathan has a current registration with FINRA and is currently registered in eleven states. Jonathan is committed to helping clients achieve their financial goals.
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
05/20/2024 - Present
Spartan Capital Securities, LLC (NEW YORK NY)
NJ
02/08/2022 - 07/24/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/25/2019 - 10/01/2021
JOSEPH STONE CAPITAL L.L.C. (NEW YORK NY)
NY
02/05/2018 - 04/16/2019
CAPE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 05/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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