Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Zachary Wood has been in the securities industry since October 11, 2006. Jonathan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since July 2007. Previously, Jonathan was registered with MORGAN STANLEY & CO., INCORPORATED and MORGAN STANLEY DW INC. Jonathan holds a Series 7, 31, and 66 license. Jonathan is also licensed in 28 states. Jonathan is a specialist in providing financial advice to a variety of client types, including high-net-worth individuals, corporations, and institutional investors.
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
PA
08/08/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EXTON PA)
PA
04/02/2007 - 08/08/2007
MORGAN STANLEY & CO., INCORPORATED (WEST CHESTER PA)
PA
10/11/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WEST CHESTER PA)
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2006
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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