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 Rhoney is a financial advisor associated with Mill Capital Management, LLC, located in Concord, NC. Jonathan has been in the industry since 1997 and has experience with both individual and business clients. He has passed several licensing exams including the Series 6, 7, 63, and 65. Jonathan holds the Certified Financial Planner designation.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
06/21/2021 - Present
Mill Capital Management, LLC (CONCORD NC)
NC
08/19/1997 - 04/30/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
02/07/1997 - 09/12/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/07/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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