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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 Brian Suley is a financial advisor registered with Cambridge Investment Research Advisors, Inc. located in North Huntingdon, Pennsylvania. Jonathan Suley has been in the securities industry for over 18 years. Jonathan Suley is also associated with Cambridge Investment Research, Inc. Jonathan Suley is licensed to offer investment advice in Pennsylvania.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
12/24/2018 - Present
Cambridge Investment Research Advisors, Inc. (North Huntingdon PA)
PA
04/05/2007 - 12/31/2016
CETERA FINANCIAL SPECIALISTS LLC (NORTH HUNTINGDON PA)
PA
05/26/2006 - 01/17/2007
MML INVESTORS SERVICES, INC. (TURTLE CREEK PA)
PA
03/10/2005 - 05/04/2006
AXA ADVISORS, LLC (PITTSBURGH PA)
NY
01/30/2004 - 08/06/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
10/28/2002 - 01/21/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
02/21/2001 - 10/16/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 04/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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