Unclaimed
Jonathan Samuel Falk is a financial advisor with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, and Cetera Advisor Networks LLC. Jonathan Falk is registered in Minnesota. Jonathan Falk has been in the securities industry since 2006.
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.
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.
1
2
MN
08/14/2023 - Present
Cetera Advisors LLC (SAINT PAUL MN)
MN
11/30/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
06/05/2006 - 08/30/2007
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
BC
Issued 08/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Falk is the right advisor for you? Invested Better is here to help.