Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Beukelman is an advisor at UBS Financial Services Inc. Jonathan has been in the industry since 1998 and is registered with the state of Nebraska since 2008. Jonathan has a broad range of experience including experience with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and U.S. Bancorp Piper Jaffray Inc. Jonathan is licensed to provide investment advice in 51 states and the District of Columbia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NE
07/17/2023 - Present
UBS Financial Services Inc. (Lincoln NE)
NE
04/02/2007 - 12/08/2008
MORGAN STANLEY & CO. INCORPORATED (LINCOLN NE)
NE
06/07/2000 - 04/02/2007
MORGAN STANLEY DW INC. (LINCOLN NE)
MN
06/25/1998 - 06/22/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MA
05/14/1998 - 10/29/1998
LONG GROVE TRADING CO. (BOSTON MA)
IA
Issued 07/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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