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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 Sermo is an investment advisor representative with Ameriprise Financial Services, LLC, and has been in the industry since 2014. Jonathon has a Series 7 and Series 66 license, as well as the SIE exam. Jonathon specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Jonathon also provides asset allocation services. Ameriprise Financial Services, LLC is a large firm with over $1 billion to $10 billion in assets under management and has offices in Novi, MI and Livonia, MI.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
MI
04/23/2019 - Present
Ameriprise Financial Services, LLC (Novi MI)
BOTH
Issued 04/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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