Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Weinstein is a financial advisor with over 50 years of experience in the financial services industry. Jon has a broad range of experience working with various firms including Merrill Lynch, Pierce, Fenner & Smith, Inc., Kidder, Peabody & Co., Incorporated and Keogler, Morgan & Company, Inc. Jon is currently registered as a Registered Representative with Cetera Investment Advisers LLC. Jon is a Certified Financial Planner and holds a Series 63 license. Jon is also a FINRA Arbitrator and a member of the Professional Advisory Council of Louisiana State University. Jon's focus is on providing financial planning and 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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (DALLAS TX)
FL
07/01/1993 - 02/27/1995
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
GA
01/05/1990 - 07/02/1993
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NY
05/19/1978 - 12/31/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
01/19/1977 - 05/19/1978
KIDDER, PEABODY & CO., INCORPORATED
NA
07/14/1972 - 02/14/1977
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 01/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1977
PC - AMEX Put and Call Exam
BC
Issued 07/12/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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