Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Norwood is a financial advisor with over 16 years of experience in the financial services industry. Jonathan is currently registered with Cetera Investment Advisers LLC. Jonathan has passed the Series 6, 63, and 65 exams and the SIE. Jonathan is registered to provide investment advisory services in Kentucky, Texas, Arizona, Florida, Illinois, Indiana, Maryland, Massachusetts, Ohio, South Carolina, Tennessee, Virginia. Jonathan specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Jonathan also provides pension consulting and educational seminars.
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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KY
01/18/2023 - Present
Cetera Investment Advisers LLC (LEXINGTON KY)
KY
08/23/2006 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (LEXINGTON KY)
IA
Issued 12/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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