Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Albano is a financial advisor with Cetera Investment Advisers LLC. Jonathan has been in the financial services industry since June 15, 2001. Jonathan is registered with the Securities and Exchange Commission as an investment advisor representative and is a registered representative of Cetera Investment Advisers LLC in Massachusetts. Jonathan holds the Series 63, Series 65, Series 7, and SIE licenses. Jonathan is also a Certified Financial Planner.
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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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
OH
06/24/2003 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
05/23/2001 - 05/30/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IA
Issued 9/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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