Jonathan D. Terzi
Professional summary
Jonathan Daniel Terzi, who also goes by Jonathan D Terzi, is a registered financial professional 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Daniel Terzi's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2016 - Present
S2K FINANCIAL LLC
Office #1: 5950 Hazeltine National Drive Suite 305, Orlando, FL 32822Office #2: 5950 Hazeltine Drive Suite 305, Orlando, FL 32822July 22, 2010 - June 11, 2013
CANTOR FITZGERALD & CO.
September 10, 1998 - February 28, 2005
GOLDMAN SACHS & CO. 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
(4/8/2016)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
S2K FINANCIAL LLC
CRD#: 248786 / SEC#: , 8-69628
Contact information
FINRA licenses (53 States and Territories)
Documents
Red Flags
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Company Information
S2K FINANCIAL LLC
CRD#: 248786Orlando, FL 32822TRUST BUT VERIFY
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