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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 Wells is an active Investment Advisor Representative for Financial Transparency in GREENSBORO, NC. Jonathon has been in the industry since 2011 and has worked at Financial Transparency and CSSC BROKERAGE SERVICES, INC. Jonathon has passed the Series 4, 7, 24, 66 and SIE exams and is registered to provide Investment Advice in Michigan. Jonathon has experience working with individuals, high net worth individuals, and charitable organizations. Jonathon also provides financial planning, pension consulting and educational seminars for clients. Jonathon is a contractor with ProScore, LLC, an Investment related - Financial Software company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NC
07/13/2018 - Present
Financial Transparency (GREENSBORO NC)
MI
12/16/2011 - 06/27/2018
CSSC BROKERAGE SERVICES, INC. (TROY MI)
BOTH
Issued 05/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2016
Series 4 - Registered Options Principal Examination
BC
Issued 03/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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