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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Valerie is an investment advisor representative with Cetera Investment Advisers LLC and Engleson & Associates. Jonathan has been in the industry since 2010 and is registered in 17 states, including New York, where Jonathan is also registered as an Investment Advisor. Jonathan provides a variety of services to individuals, corporations, and pension plans, including financial planning, asset management, and portfolio management. Jonathan is also involved in the purchase and development of real estate for the purposes of rental and sale.
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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NY
06/29/2023 - Present
Cetera Investment Advisers LLC (ROCHESTER NY)
NY
05/03/2010 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ROCHESTER NY)
BOTH
Issued 9/3/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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