Unclaimed
Jonathan Hastings is an investment advisor representative with Cetera Investment Advisers LLC, a firm that has offices in Schaumburg, Illinois. Jonathan has been working in the financial services industry since February 2010. Jonathan holds a Series 7 General Securities Representative and Series 66 Uniform Combined State Law Examinations. Jonathan is also registered in California, Colorado, and Ohio. Jonathan specializes in providing financial planning, pension consulting, and educational seminars.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (COLUMBUS OH)
OH
07/23/2013 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (COLUMBUS OH)
OH
12/21/2009 - 05/21/2013
INVEST FINANCIAL CORPORATION (WORTHINGTON OH)
BOTH
Issued 09/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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