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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Armand is a financial advisor registered with Fidelity Personal And Workplace Advisors, with a professional career spanning several years in the financial services industry. Jonathon is registered with the State of Rhode Island, where Jonathon has been actively involved in the financial services industry since April 2021. Before this, Jonathon was associated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, where Jonathon focused on providing investment advisory services and securities brokerage services. Jonathon has been providing financial services for individuals and businesses in various states across the United States. Jonathon holds a Series 66 license, a Series 7TO license and a SIE license, demonstrating Jonathon's commitment to professional development and client satisfaction. In addition to the formal qualifications, Jonathon has experience in other industries, including retail and agriculture. Jonathon's diverse background and professional certifications contribute to a unique perspective when offering financial advice to clients.
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.
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.
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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RI
09/12/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
01/28/2022 - 06/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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