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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 Ryan Taylor is a financial advisor with Cetera Investment Advisers LLC based in INDIANAPOLIS, IN. Jonathan Taylor has 18 years of experience in the financial services industry. Jonathan Taylor is licensed to offer financial services in 36 states and is registered with FINRA. Jonathan Taylor has a Series 7, Series 63, and Series 65 license. Jonathan Taylor has experience working with First Allied Securities, Inc. and Ogilvie Security Advisors Corporation.
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 08/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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