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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 Batting is a financial advisor registered with Cetera Investment Advisers LLC. Jonathan has over 20 years of experience in the financial industry, having worked with various firms such as MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and GunnAllen Financial, Inc. He is also a registered Investment Advisor (IA). Jonathan specializes in providing financial planning services, pension consulting, and educational seminars. He offers portfolio management services for both individuals and businesses.
THONOTOSASSA, FL
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
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (THONOTOSASSA FL)
FL
06/01/2009 - 08/24/2021
MORGAN STANLEY (Tampa FL)
FL
07/25/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
06/16/2006 - 07/16/2007
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
FL
03/14/1997 - 07/25/2001
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
12/06/1995 - 03/14/1997
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
CA
08/02/1995 - 12/08/1995
W.J. GALLAGHER & COMPANY, INC. (PASADENA CA)
CO
04/14/1994 - 07/26/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 9/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/9/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/3/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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