Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Furey is an investment advisor representative at Cetera Investment Advisers LLC. Jonathan has been in the financial services industry since August 25, 2002, with a focus on financial planning, portfolio management, and pension consulting. Jonathan has a strong background in accounting and insurance, which provides a comprehensive approach to his clients’ financial needs. He is registered with the state of Massachusetts as both a broker-dealer and an investment advisor representative. Jonathan holds Series 6, 63, and 65 licenses and the SIE exam. He is committed to providing personalized financial advice to individuals, families, and businesses.
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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MA
03/17/2008 - Present
Cetera Investment Advisers LLC (NORTHBOROUGH MA)
IA
Issued 3/7/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/6/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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