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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 Roy Abbett is an investment advisor representative at Cetera Investment Advisers LLC, working in the Rockville, MD area. Jonathan has been in the industry since May 1988 and has experience in various roles across several firms. Jonathan has a diverse background including working with financial institutions, such as the Equitable Life Assurance Society of the United States and EQ Financial Consultants, Inc., and establishing his own company, Financial Advantage Associates Inc. Jonathan has a breadth of knowledge and experience to guide clients with financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
1
2
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (ROCKVILLE MD)
MD
02/04/1997 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
NY
05/16/1988 - 02/19/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/16/1988 - 02/19/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 7/7/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 6/8/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 5/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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