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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Blair Zeiger is an investment advisor representative at USI Advisors. Jonathan has been in the financial industry for over 28 years. Jonathan is registered to provide investment advice in Florida. Jonathan is also registered with USI Securities, Inc., Capital Planning Group, LLC, MML Investors Services, Inc., World Choice Securities, Inc., Prudential Investment Management Services LLC, Prudential Securities Incorporated, and Olde Discount Corporation. Jonathan has a strong background in financial services, with experience in a variety of areas, including investment advice, portfolio management, and financial planning. Jonathan has a deep understanding of the financial markets and is committed to providing his clients with the highest level of service.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
11/05/2012 - Present
USI Advisors (GLASTONBURY CT)
FL
11/10/2009 - 09/12/2022
USI SECURITIES, INC. (FORT LAUDERDALE FL)
FL
06/11/2007 - 02/10/2009
CAPITAL PLANNING GROUP, LLC (FT. LAUDERDALE FL)
FL
07/23/2007 - 01/28/2009
MML INVESTORS SERVICES, INC. (FT LAUDERDALE FL)
TX
05/25/2004 - 12/31/2005
WORLD CHOICE SECURITIES, INC. (BEDFORD TX)
NJ
06/09/1999 - 12/31/2002
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
11/07/1997 - 04/28/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
09/30/1994 - 11/29/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
FL
03/18/1994 - 07/22/1994
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
BOTH
Issued 10/11/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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