Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Alin is a financial advisor with Cetera Investment Advisers LLC. Jon has been in the financial industry since June 1993. Jon has a Series 63, Series 65, Series 7 and SIE license and is registered in Alabama, Colorado, Connecticut, Florida, Georgia, Nevada, New Jersey, New York, South Carolina, Texas, Virginia, and West Virginia. Jon has previously worked with Summit Brokerage Services, Inc., Raymond James Financial Services, Inc., Wachovia Securities, Inc., First Union Capital Markets Corp., and Prudential Securities Incorporated.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (Boca Raton FL)
FL
06/30/2010 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
NJ
10/28/2002 - 06/30/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROSELAND NJ)
MO
10/01/1999 - 10/30/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/05/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
06/23/1993 - 02/09/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 7/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/7/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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