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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathan? Claim Your ProfileJohnathan Wilsey is an investment advisor representative at Cetera Investment Advisers LLC, a firm with over 423,000 client accounts and over $100 billion in regulatory assets under management. Johnathan has been in the financial services industry since October 2006. Johnathan is registered with FINRA and the state of New York, as well as several other states, and holds multiple securities licenses including Series 6, 7, 24, 51, and 66. Johnathan specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
01/03/2024 - Present
Cetera Investment Advisers LLC (LOUDONVILLE NY)
NY
06/20/2019 - 03/15/2022
CETERA INVESTMENT SERVICES LLC (LATHAM NY)
NY
10/06/2006 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
BOTH
Issued 8/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/21/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/4/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/5/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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