Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan M Green is a financial professional with over 20 years of experience in the industry. Jonathan is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2023. Prior to joining Cetera Investment Advisers, Jonathan worked at SAGEPOINT FINANCIAL, INC. and SII INVESTMENTS, INC. Jonathan is a Registered Representative and Investment Adviser Representative, and holds Series 6, 63 and 65 licenses as well as the SIE exam. Jonathan specializes in providing financial planning and investment advice to individuals, businesses and organizations.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (HUDSON MA)
MA
11/28/2017 - 02/03/2023
SAGEPOINT FINANCIAL, INC. (HUDSON MA)
MA
06/15/2007 - 11/28/2017
SII INVESTMENTS, INC. (WESTBOROUGH MA)
MA
03/08/2002 - 06/18/2007
LEGACY FINANCIAL SERVICES, INC. (PEABODY MA)
IA
Issued 07/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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