Jonathan Daniel Terzi
Professional Summary
Jonathan Daniel Terzi, who also goes by Jonathan D Terzi, is a registered financial advisor currently at S2K FINANCIAL LLC located in Orlando, Florida. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1998. Jonathan has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 79, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan D Terzi
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
BEVINGTON CAPITAL | S2K FINANCIAL LLC
Contact Information
Main Address
9145 Narcoossee Road Suite 207, Orlando, FL 32827Mailing Address
9145 Narcoossee Road Suite 207, Orlando, FL 32827Phone Number
(646) 430-6745Established
Delaware since 05/15/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/8/2016)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2010About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan Daniel Terzi's CRS (Customer Relationship Summary).
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