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MICHAEL C JONAS
MICHAEL CHARLES JONAS
CRD#: 5545991
IA
B
OSAIC WEALTH, INC.CRD#: 23131 380 N. BROADWAY
SUITE 206
JERICHO, NY 11753
SUITE 206
JERICHO, NY 11753
0
Disclosures
14
Years of Experience
View By:
State Registrations
B
Arizona 12/19/2023
B
Massachusetts 12/19/2023
B
California 12/19/2023
B
New Jersey 12/19/2023
B
Colorado 12/19/2023
B
New York 12/19/2023
B
Connecticut 12/19/2023
IA
New York 12/19/2023
B
District of Columbia 2/13/2025
B
North Carolina 1/9/2024
B
Florida 12/19/2023
B
Ohio 12/19/2023
B
Illinois 12/19/2023
B
Pennsylvania 12/19/2023
B
Maine 12/19/2023
B
South Carolina 12/19/2023
B
Maryland 12/19/2023
B
Virginia 12/19/2023
SRO Registrations
B
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IA
Registered with this firm since 12/19/2023
B
Registered with this firm since 12/19/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/22/2014 - 01/05/2024 | Garden City, NY | |
B | 10/22/2014 - 01/05/2024 | Garden City, NY | |
IA | 05/02/2011 - 10/27/2014 | GARDEN CITY, NY | |
B | 04/06/2011 - 10/27/2014 | GARDEN CITY, NY |
GARDEN CITY, NY
05/02/2011 - 10/27/2014
GARDEN CITY, NY
04/06/2011 - 10/27/2014
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.