Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rotter is a financial advisor who has been in the industry since 2007. Jonathan is currently registered with Oneamerica Securities, Inc. and is licensed to provide financial advice in 18 states. Jonathan has a wide range of experience and expertise, including securities industry essentials, general securities representative, and general securities principal exams. Jonathan specializes in providing financial planning and portfolio management for businesses and individuals. Jonathan has over 2,700 clients and over $264 million in assets under management.
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
IL
05/04/2017 - Present
Oneamerica Securities, Inc. (Lincolnshire IL)
IL
11/14/2008 - 05/02/2017
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
06/11/2007 - 11/19/2008
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
BC
Issued 08/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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