Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lewis Goldston is an investment professional with over 20 years of experience in the financial services industry. Jonathan has worked with Cetera Investment Advisers LLC since February 2023. Prior to that, Jonathan spent over 20 years with MML Investors Services, LLC, which had both Broker-Dealer and Investment Advisor registrations. Jonathan has experience providing financial advice to individual investors as well as to businesses and charitable organizations. Jonathan holds licenses to provide investment advice in multiple states, including Ohio, Texas, and many others. Jonathan is also a licensed Insurance Agent, and has extensive experience in the insurance industry.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (BRECKSVILLE OH)
OH
08/27/2002 - 03/15/2023
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
BC
Issued 04/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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