Unclaimed
Jonathon Whitacre Sanning has been in the financial services industry since October 1993. Jonathon is currently registered with MML Investors Services, LLC. Previously Jonathon has been registered with PRUCO Securities, LLC., NYLIFE Securities LLC, and NYLIFE Securities INC. Jonathon is a Chartered Financial Consultant and holds Series 6, 22, 26, 63 and SIE licenses. Jonathon specializes in financial planning, asset allocation programs, portfolio management for businesses and individuals, pension consulting and educational seminars.
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 programs
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.
Solicitors fees
1
2
GA
10/23/2023 - Present
MML Investors Services, LLC (Atlanta GA)
GA
12/09/2016 - 11/16/2018
PRUCO SECURITIES, LLC. (ATLANTA GA)
GA
12/02/2008 - 12/13/2016
NYLIFE SECURITIES LLC (NORCROSS GA)
TN
05/22/1995 - 01/02/2008
NYLIFE SECURITIES LLC (MEMPHIS TN)
NY
03/27/1987 - 11/21/1989
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/31/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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