Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Duvall is a financial advisor registered with Cetera Investment Advisers LLC. Jonathan has been in the financial services industry since 2017. Jonathan has experience providing financial services to individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jonathan holds the Series 66 and Series 7 licenses as well as the SIE. Jonathan is licensed in the following states: Alaska, Arizona, Arkansas, California, Florida, Iowa, Kansas, Missouri, Nebraska, North Carolina, Oklahoma, Tennessee, Texas, and Virginia.
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
KS
06/29/2023 - Present
Cetera Investment Advisers LLC (Wichita KS)
KS
02/04/2021 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Wichita KS)
TX
06/27/2018 - 07/29/2019
AXA ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 8/9/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Duvall is the right advisor for you? Invested Better is here to help.
