Unclaimed
Jonathan Tj Althoff is a financial advisor with Cetera Investment Advisers LLC. Jonathan has over 20 years of experience in the financial services industry. Jonathan holds the Series 6, 7, 24, 26, 53, and 63 securities licenses, as well as the SIE. Prior to joining Cetera Investment Advisers LLC, Jonathan was a financial advisor at MML Investors Services, Inc., UVEST Financial Services Group, Inc., IFMG Securities, Inc., and TCF Investments, Inc. Jonathan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and families. Jonathan is committed to providing his clients with personalized financial advice and guidance that meets their unique needs.
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
MN
01/21/2014 - Present
Cetera Investment Advisers LLC (EDINA MN)
MN
01/22/2009 - 01/25/2010
MML INVESTORS SERVICES, INC. (MINNEAPOLIS MN)
MN
01/23/2008 - 10/09/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MINNEAPOLIS MN)
MN
11/29/2006 - 02/05/2008
IFMG SECURITIES, INC. (MINNEAPOLIS MN)
MN
10/07/1998 - 12/31/2006
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
BC
Issued 10/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/27/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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