Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Holland is a financial advisor registered with Cetera Investment Advisers LLC. Jonathan has been in the industry since April 2015 and holds a Series 66, Series 7 and SIE. Jonathan has been registered with Cetera Investment Advisers LLC since March 2024. Previously, Jonathan was registered with Edward Jones from April 2015 to November 2020. Jonathan specializes in working with individuals, corporations, pension plans, and charitable organizations. Jonathan is also the owner and registered representative of Pinnacle Planning, a financial services firm that provides services in the Kansas City area.
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
MO
03/21/2024 - Present
Cetera Investment Advisers LLC (Kansas City MO)
MO
04/22/2015 - 11/24/2020
EDWARD JONES (KANSAS CITY MO)
BOTH
Issued 05/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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