Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Taylor is a financial advisor with over 17 years of experience in the industry. Jonathan is registered to offer investment advice in Indiana and Texas. Jonathan has a strong track record of providing financial advice to individuals, businesses, and charitable organizations. Jonathan is currently employed by Cetera Investment Advisers LLC. Before joining Cetera, Jonathan worked at First Allied Securities, Inc. and Ogilvie Security Advisors Corporation. Jonathan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
IN
11/12/2020 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
10/24/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (INDIANAPOLIS IN)
IN
04/04/2005 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (INDIANAPOLIS IN)
IA
Issued 8/3/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/1/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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