Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Alan Corazza is a financial advisor who has been in the industry since 1995. Jon is currently registered with Cetera Investment Advisers LLC and has a branch office in Tigard, Oregon. Previously, Jon was registered with First Allied Securities, Inc., Ragen Mackenzie Investment Services, LLC, Ameritas Investment Corp., and LSA Securities, Inc. Jon holds a Series 7, Series 10, Series 9, Series 63 and Series 65 license. Jon offers a variety of financial planning and advisory services, including portfolio management for individuals and businesses.
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.
1
2
OR
11/03/2022 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
01/12/2010 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Tigard OR)
OR
05/17/2004 - 12/31/2009
FIRST ALLIED SECURITIES, INC. (PORTLAND OR)
WA
03/30/2004 - 05/17/2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
NE
04/05/1999 - 12/03/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
05/03/1995 - 02/15/1999
LSA SECURITIES, INC. (LINCOLN NE)
IA
Issued 09/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Corazza is the right advisor for you? Invested Better is here to help.
