Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Fuller is a financial advisor with over 17 years of experience in the financial services industry. Jon is currently registered with Cetera Investment Advisers LLC. Jon previously worked with Securities America, Inc., Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Ameritrade, Inc.. Jon holds licenses Series 4, 7, 24, 52TO, 53, 63 and 66. Jon also holds a designation as a Brokerage Operations Manager with CWM, LLC dba Carson Partners.
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
NE
06/29/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
09/16/2013 - 02/11/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/30/2012 - 09/11/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
NE
04/22/2006 - 07/31/2012
TD AMERITRADE, INC. (OMAHA NE)
NE
03/17/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 11/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/19/2007
Series 4 - Registered Options Principal Examination
BC
Issued 06/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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