Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan William Currie is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has been in the industry since October 16, 2018 and holds the following licenses: Series 7, Series 99TO and Series 24. Jonathan is registered in NY. Jonathan's current office is located at ONE BRYANT PARK in NEW YORK, NY. Jonathan is able to provide a wide range of investment services including portfolio management for businesses and individuals. Jonathan is part of a team of advisors with Merrill Lynch, Pierce, Fenner & Smith Inc. which manages $10 billion - $50 billion in assets for clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
10/17/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BC
Issued 09/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/14/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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