Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Paul Delo is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with Cetera Investment Advisers LLC in New York. Prior to that, Jonathan was affiliated with Ameriprise Financial Services, LLC. Jonathan has a broad range of experience working with clients including individuals, corporations, charitable organizations and pension and profit-sharing plans. Jonathan holds the Series 7 and Series 66 licenses and is 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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2
NY
05/20/2024 - Present
Cetera Investment Advisers LLC (PEARL RIVER NY)
NY
07/13/2006 - 06/01/2022
AMERIPRISE FINANCIAL SERVICES, LLC (WHITE PLAINS NY)
CA
10/12/2005 - 11/21/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MI
02/23/2004 - 10/20/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
03/07/2002 - 03/25/2002
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
FL
05/09/2001 - 10/17/2001
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
MN
07/03/2000 - 12/20/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/03/2000 - 12/20/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
01/20/2000 - 06/01/2000
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
NY
04/28/1999 - 02/08/2000
F.L.P. GILMOUR AND ASSOCIATES INC. (WHITE PLAINS NY)
GA
02/08/1999 - 04/28/1999
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
10/27/1998 - 02/04/1999
PRIME CHARTER LTD. (NEW YORK NY)
NA
12/04/1997 - 08/21/1998
AIBC INVESTMENT SERVICES CORPORATION
NY
05/21/1997 - 06/10/1997
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
04/01/1997 - 05/05/1997
IAR SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 07/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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