Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Joseph Blake is a financial professional with over 15 years of experience in the financial services industry. Jonathan is currently registered with Cetera Investment Services LLC in Cheektowaga, New York. Prior to joining Cetera Investment Services LLC, Jonathan was employed by a number of other firms including, Commonwealth Financial Network, PFS Investments Inc., Westmoreland Capital Corporation, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Next Financial Group, Inc., M&T Securities, Inc., CitiCorp Investment Services, H&R Block Financial Advisors, Inc., HSBC Brokerage (USA) Inc., and Pruco Securities Corporation. Jonathan holds FINRA Series 6, 7, 24 and 63 licenses as well as the SIE.
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.
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.
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2
NY
09/30/2019 - Present
Cetera Investment Services LLC (CHEEKTOWAGA NY)
NY
07/28/2017 - 10/16/2017
COMMONWEALTH FINANCIAL NETWORK (Orchard Park NY)
NY
05/25/2016 - 11/07/2016
PFS INVESTMENTS INC. (BUFFALO NY)
NY
09/08/2010 - 11/24/2014
WESTMORELAND CAPITAL CORPORATION (GETZVILLE NY)
NY
06/01/2009 - 01/11/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
08/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/19/2008 - 07/02/2008
NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)
NY
07/03/2006 - 12/14/2007
M&T SECURITIES, INC. (NIAGARA FALLS NY)
NY
08/05/2005 - 07/03/2006
CITICORP INVESTMENT SERVICES (NORTH TONAWANDA NY)
MI
10/22/2003 - 07/12/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
03/02/1999 - 07/17/2003
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NJ
11/11/1998 - 11/30/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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