Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Davis is a financial advisor with over 15 years of experience in the industry. Jonathan is currently registered with Cuso Financial Services, LP and has been with the firm since March 2016. Prior to that, Jonathan was with CETERA ADVISOR NETWORKS LLC from October 2007 to March 2016. Jonathan holds the Series 6, Series 63, and SIE licenses and is registered in California, Hawaii, Oregon, and Washington. Jonathan specializes in financial planning, pension consulting, educational seminars, and portfolio management. He works with individuals, businesses, and high-net-worth clients.
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
WA
03/16/2016 - Present
Cuso Financial Services, LP (Vancouver WA)
WA
10/04/2007 - 03/22/2016
CETERA ADVISOR NETWORKS LLC (VANCOUVER WA)
BC
Issued 11/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Davis is the right advisor for you? Invested Better is here to help.
