Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Sorey is an Investment Advisor Representative at Cain, Watters & Associates, LLC. Jonathan has a Series 65 license and is registered with the state of Texas. Jonathan has experience in the financial services industry and is dedicated to providing clients with personalized financial advice. Jonathan is also committed to ongoing professional development and staying up-to-date on the latest industry trends.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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TX
07/24/2023 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 07/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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