Unclaimed
Jonathon Berner is a financial professional who holds the Series 7TO, Series 63, and SIE licenses. Jonathon is registered with Fidelity Brokerage Services LLC and has been in the financial industry since December 31, 2023. Jonathon Berner is registered to provide securities and investment advice in 53 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.
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.
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2
KY
01/01/2024 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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