Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathan? Claim Your ProfileJohnathan Moulton is a financial advisor who has been in the industry since 2018. Johnathan has a Series 7, Series 24, and Series 65 license. He is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, and Cetera Advisor Networks LLC. Johnathan has previously worked at FIRST ALLIED SECURITIES, INC. and SUMMIT BROKERAGE SERVICES, INC. Johnathan's primary office is located in Atlanta, Georgia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
GA
01/19/2018 - Present
Cetera Advisors LLC (ATLANTA GA)
GA
01/19/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ATLANTA GA)
GA
01/19/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ATLANTA GA)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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