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 Ward is a financial advisor registered in 6 states. Jonathan is currently employed by The Leaders Group, Inc. which is a registered broker-dealer. Jonathan has over 20 years of experience in the securities industry. Jonathan holds Series 6, Series 63 and SIE licenses. He also holds licenses to sell investment products in California, Connecticut, Massachusetts, New Jersey, New York, and Vermont. His professional experience includes past employment at Waterstone Financial Group, Inc., NFP Securities, Inc., and The Leaders Group, Inc.
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.
1
2
CO
07/21/2009 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CT
01/19/2007 - 05/27/2009
WATERSTONE FINANCIAL GROUP, INC. (BLOOMFIELD CT)
CT
08/30/2005 - 07/13/2006
NFP SECURITIES, INC. (FARMINGTON CT)
CO
10/29/1997 - 08/30/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
BC
Issued 12/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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