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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Rehurek is an investment advisor representative with Alliance Advisory & Securities, LLC. Jon Rehurek has been in the industry since 1996, and has experience with Alliance Advisory & Securities, LLC, Raymond James Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jon Rehurek provides financial planning, portfolio management for businesses and individuals, as well as pension consulting and selection of other advisors.
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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CA
03/24/2015 - Present
Alliance Advisory & Securities, LLC (WESTLAKE VILLAGE CA)
CA
03/24/2015 - 06/21/2021
ALLIANCE ADVISORY & SECURITIES, INC. (WESTLAKE VILLAGE CA)
CA
11/20/2013 - 03/11/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (NORTHRIDGE CA)
MN
08/25/1997 - 03/17/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/25/1997 - 03/17/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
09/18/1996 - 12/14/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 12/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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