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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 Lanstein is a financial advisor with over 20 years of experience in the industry. Jonathan is a registered representative with Cambridge Investment Research Advisors, Inc. and offers financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Jonathan holds multiple licenses and designations, including Series 7, 24, 53, 63, and 65. Jonathan is also a Registered Principal for Cambridge Investment Research Advisors, Inc. Jonathan's professional experience also includes working for Cantella & Co., Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
12/09/2022 - Present
Cambridge Investment Research Advisors, Inc. (Malden MA)
MA
07/15/2002 - 05/15/2023
CANTELLA & CO., INC. (Malden MA)
IA
Issued 09/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/10/2003
Series 4 - Registered Options Principal Examination
BC
Issued 09/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/15/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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