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Jonathan Storing

Jonathan Storing

Accounts Payable

Followers of Jonathan Storing94 followers
location of Jonathan StoringMenomonie, Wisconsin, United States

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  • Timeline

  • About me

    Financial Advisor at Waznik Heike Group, LLC

  • Education

    • University of Wisconsin-Eau Claire

      2015 - 2018
      Bachelor's degree Finance and Financial Management Services

  • Experience

    • Catalytic Combustion Corporation

      May 2013 - Dec 2018
      Accounts Payable

    • WMG Waznik Moseler Group LLC

      Dec 2018 - Apr 2024

      For full disclosure click on website link: https://www.wmgllc.net/

      • Financial Advisor

        Jan 2021 - Apr 2024

      • Registered Assistant

        Dec 2018 - Jan 2021

    • Waznik Heike Group, LLC

      May 2024 - now
      Financial Advisor

      For full disclosure please visit website link: https://www.whgfinancial.com/

  • Licenses & Certifications

    • Series 66

      North American Securities Administrators Association
      Jun 2019

    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Apr 2019

    • Insurance Intermediary (Agent)

      Wisconsin Office of the Commissioner of Insurance (OCI)
      Oct 2019

    • Securities Industry Essentials (SIE)

      FINRA (Financial Industry Regulatory Authority)
      Mar 2019