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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 registered with Cetera Investment Advisers LLC. Jonathan is a registered investment advisor in Massachusetts. Jonathan has been in the financial industry since August 25, 2002. Jonathan's current registration with Cetera Investment Advisers LLC began on March 17, 2008. Jonathan has passed the Series 6, Series 63, Series 65, and SIE exams. Jonathan's office is located at 113 WEST MAIN STREET in NORTHBOROUGH, MA 01532. Jonathan is also registered with Cetera Investment Advisers LLC at an office located in SOUTHBORO, MA. Jonathan has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Jonathan is licensed with the state of Massachusetts. Jonathan's current registrations with Cetera Investment Advisers LLC include: Registered Representative, Investment Adviser Representative.
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 03/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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