Unclaimed
Jonathon Sanning is a financial professional with over 30 years of experience in the industry. Jonathon is currently registered with Mml Investors Services, LLC and holds Series 6, 22, 26, and 63 licenses. Jonathon has worked for several firms throughout his career, including NYLIFE Securities LLC, PRUCO Securities, LLC., and The Prudential Insurance Company of America. Jonathon specializes in working with individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, trusts, and foundations. Jonathon provides a range of services, including financial planning, asset allocation programs, portfolio management, 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 4/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/24/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/1995
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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