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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 a financial advisor with Cetera Investment Advisers LLC. Johnathan has been in the industry since 2006 and is registered with the state of New York. Johnathan has a wide range of experience in the financial services industry, including working with individuals, families, and businesses. Johnathan is committed to providing personalized financial advice and helping his clients achieve their financial goals. He specializes in fixed insurance with various companies, financial planning and investment services. He is also registered with the state of Texas.
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 08/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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