Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Carroll is a financial advisor with Cetera Investment Advisers LLC. Jonathan is a licensed investment advisor representative in South Carolina and Texas, and a registered representative in 26 states. Jonathan has been in the financial services industry since 2006, and has a background in financial planning, portfolio management, and investment advisory services. Jonathan has a strong commitment to providing personalized financial advice and guidance to his clients. He is a member of the Kids Chance of South Carolina, and is committed to giving back to the community.
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
SC
08/10/2023 - Present
Cetera Investment Advisers LLC (DANIEL ISLAND SC)
SC
06/01/2007 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
SC
04/21/2006 - 05/09/2007
PRUCO SECURITIES, LLC. (MT. PLEASANT SC)
IA
Issued 03/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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