Unclaimed
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 with over 20 years of experience in the industry. He is registered with Cetera Investment Advisers LLC and has been with the firm since February 2024. Prior to that, Jonathan worked for Morgan Stanley for over 10 years and also held positions at Citigroup Global Markets Inc., Chase Investment Services Corp., and Gunnallen Financial, Inc. He has a broad range of experience in financial planning, portfolio management, and investment advisory services. Jonathan is committed to providing his clients with personalized financial guidance to help them achieve their goals. He holds a Series 7, Series 10, Series 24, Series 63, and Series 65 license.
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 09/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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