Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Eugene Anderson is a financial advisor with Cetera Investment Advisers LLC. Jonathan has been in the financial services industry since February 7, 2008 and is registered in Alabama, Florida, Georgia, North Carolina, and Tennessee. Jonathan previously worked at The Leaders Group, Inc. and LPL Financial LLC. Jonathan's specializations include financial planning, portfolio management, and investment advisory services.
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
AL
06/23/2020 - Present
Cetera Investment Advisers LLC (GUNTERSVILLE AL)
CO
04/03/2018 - 08/14/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
08/03/2017 - 12/31/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
AL
11/05/2013 - 07/01/2016
LPL FINANCIAL LLC (HUNTSVILLE AL)
AL
10/06/2006 - 11/06/2013
CETERA INVESTMENT SERVICES LLC (HUNTSVILLE AL)
BOTH
Issued 06/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Anderson is the right advisor for you? Invested Better is here to help.
