Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Greene is a financial advisor who has been working in the industry for over 14 years. Jonathan is registered with Cetera Investment Advisers LLC in Uniondale, New York, and has been with the firm since August 2023. Jonathan has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Jonathan has Series 6, 7, 63, and 65 licenses, and is a registered Investment Advisor Representative in New York. Jonathan is committed to providing personalized financial advice to help clients achieve their financial goals.
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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2
NY
08/10/2023 - Present
Cetera Investment Advisers LLC (UNIONDALE NY)
NY
01/17/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (UNIONDALE NY)
NY
10/17/2008 - 01/22/2014
NEW ENGLAND SECURITIES (UNIONDALE NY)
IA
Issued 02/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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