Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tanner is an investment advisor representative at Cetera Investment Advisers LLC. Jonathan has been in the industry since March 2011 and has experience with Triad Advisors LLC and Cape Securities Inc. Jonathan has Series 7 and Series 66 licenses. Jonathan is registered with the following states: Arizona, Colorado, Florida, Georgia, Illinois, and Texas. Jonathan is also registered as an Investment Advisor Representative in Georgia and Texas. Jonathan holds a Bachelor of Arts degree in Business Administration from Valdosta State University. Jonathan's areas of specialization include retirement planning, college savings, and estate planning. Jonathan is committed to providing his clients with personalized financial advice and guidance.
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
GA
09/14/2022 - Present
Cetera Investment Advisers LLC (VALDOSTA GA)
GA
05/20/2014 - 06/01/2022
TRIAD ADVISORS LLC (Valdosta GA)
GA
03/21/2011 - 05/19/2014
CAPE SECURITIES INC. (VALDOSTA GA)
BOTH
Issued 9/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Tanner is the right advisor for you? Invested Better is here to help.
