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 a financial professional with over 20 years of experience in the industry. Jonathan is currently registered as a Registered Representative with Cetera Investment Advisers LLC, where he provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Jonathan is also a Registered Investment Advisor in both Ohio and Texas. Prior to joining Cetera Investment Advisers LLC, Jonathan was a Registered Representative with MML Investors Services, LLC from 2002 to 2023. Jonathan holds the Series 6 and SIE securities licenses.
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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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 4/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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