Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Michael Jonas is a registered representative with Fidelity Personal AND Workplace Advisors, and has been in the financial industry for over 30 years. Ray holds multiple securities licenses, including Series 6, 7, 9, 10, 63, and 66. In addition to his experience in the securities industry, Ray is also an Investment Advisor Representative for Fidelity Personal AND Workplace Advisors, licensed in Arizona and Texas.
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.
1
2
AZ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
BOTH
Issued 09/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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