Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Coe is a financial advisor with over 10 years of experience in the industry. Jonathon is a Registered Representative and Investment Advisor Representative with Hantz Financial Services, Inc. Jonathon currently serves clients in the state of Michigan and is registered with the state of Michigan as an Investment Advisor Representative and as a Registered Representative. Jonathon Coe's current firm is Hantz Financial Services, Inc. Jonathon previously worked for HANTZ FINANCIAL SERVICES, INC. in Sault Ste. Marie, MI. Jonathon holds the Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Jonathon's specializations include retirement planning, college savings plans, insurance and estate planning. Jonathon also has experience with business planning.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
11/28/2022 - Present
Hantz Financial Services, Inc. (SAULT STE. MARIE MI)
MI
11/27/2012 - 11/21/2022
HANTZ FINANCIAL SERVICES, INC. (SAULT STE. MARIE MI)
BOTH
Issued 12/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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