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JT

Jonathan D. Terzi

S2K FINANCIAL
Orlando, FL 32827
Some features on this profile are disabled
CRD#: 3108195
JT

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

Are you a "fiduciary"?
No

Aliases

Jonathan D Terzi

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Daniel Terzi's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 31, 2016 - Present

S2K FINANCIAL LLC

Office #1: 9145 Narcoossee Road Suite 207, Orlando, FL 32827
BD
CRD#: 248786
Orlando, FL
Past

July 22, 2010 - June 11, 2013

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

September 10, 1998 - February 28, 2005

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(4/8/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 10/15/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79
Date: 7/20/2010
Investment Banking Registered Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/24/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SF
S2K FINANCIAL LLC
S2K FINANCIAL LLC

CRD#: 248786 / SEC#: , 8-69628

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
9145 Narcoossee Road Suite 207, Orlando, FL 32827
Mailing Address
9145 Narcoossee Road Suite 207, Orlando, FL 32827
Phone number
(646) 430-6745
Established
Delaware since 05/15/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
S2K PARTNERS CO. LLCMANAGING MEMBER
KANTOR, STEVEN LLOYDCHIEF EXECUTIVE OFFICER, PRINCIPAL1304537
KELLY, AMY LEIGHANNCOO2561837
MALANOSKI, MARY LOUISEFINANCIAL AND OPERATIONS PRINCIPAL731794
PERSAUD, CALVIN RYANCHIEF COMPLIANCE OFFICER/AMLCO3261683

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

S2K FINANCIAL LLC

CRD#: 248786Orlando, FL 32827

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