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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 Corteen is a financial advisor with over 23 years of experience in the industry. Jonathan currently works with Oneamerica Securities, Inc. and is licensed to provide financial advice in multiple states. Jonathan has a proven track record of success in helping clients reach their financial goals, and offers a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management. Jonathan's experience in the industry and commitment to providing personalized service make him a valuable resource for clients seeking financial guidance.
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
IL
09/30/2021 - Present
Oneamerica Securities, Inc. (Lincolnshire IL)
IL
11/14/2008 - 05/02/2017
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
08/12/2004 - 11/19/2008
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
NY
07/06/1999 - 07/13/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/06/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
03/16/1999 - 06/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 10/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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