Jonathan P. Stickney
Professional summary
Jonathan Park Stickney, CFP® is a registered financial professional currently at CNL SECURITIES CORP. located in Orlando, Florida.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1990. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Park Stickney's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 2, 2002 - Present
CNL SECURITIES CORP.
Office #1: 450 South Orange Avenue, Orlando, FL 32801March 3, 1998 - July 5, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
August 30, 1990 - July 5, 2002
IDS LIFE INSURANCE COMPANY
August 30, 1990 - July 5, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/16/2002)
(3/20/2018)
(12/10/2019)
(7/2/2002)
(1/28/2004)
(7/11/2025)
(8/8/2025)
(10/19/2005)
(7/2/2002)
Exams
FINRA
Current Firm
CNL SECURITIES CORP.
CRD#: 10356 / SEC#: , 8-26901
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CNL FINANCIAL GROUP, INC. | PARENT COMPANY OF CNL SECURITIES CORP. | |
| BOYCE, KATHLEEN ANNE | CHIEF COMPLIANCE OFFICER | 3086688 |
| HELMS, BRACKSTON EDWARD | CO-PRESIDENT | 2730942 |
| MUJA, GZIM | CO-PRESIDENT | 2916434 |
| MUJA, GZIM | NATIONAL SALES DIRECTOR | 2916434 |
| TURNER, TRACY JEANNE | CHIEF FINANCIAL OFFICER, FINOP & TREASURER | 6122300 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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