Unclaimed
Jonathan David Ginsburgh is an investment advisor representative at Cetera Investment Advisers LLC. Jonathan holds the Series 6, 7, and 66 licenses. Jonathan is a licensed representative in Arkansas, Florida, Georgia, Louisiana, Nevada, North Carolina, and Texas. Jonathan has been in the securities industry since 2015. Jonathan has experience with Essex National Securities, LLC, and Infinex Investments, Inc. Prior to joining Cetera Investment Advisers LLC, Jonathan worked at Regions Bank in Houston. Jonathan also has experience working with Tulane Athletics, Iberia Financial Services, and Cetera Investment Services LLC.
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.
1
2
TX
11/19/2018 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
LA
07/01/2016 - 10/29/2018
INFINEX INVESTMENTS, INC. (LAKE CHARLES LA)
LA
09/29/2015 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (LAKE CHARLES LA)
BOTH
Issued 10/9/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/2017
Series 7 - General Securities Representative Examination
BC
Issued 9/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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