Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Brant is a financial advisor with Cetera Investment Advisers LLC. He has been in the industry since October 2016 and is registered with the states of Arizona, Delaware, Florida, Maryland, Pennsylvania, South Carolina, and Virginia. Jonathan Brant holds Series 6, 7, 63 and 65 securities licenses, as well as the SIE. He is also a Certified Financial Planner and Chartered Financial Consultant. Jonathan Brant provides financial planning, investment advisory and insurance protection services.
Queen Creek, AZ
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.
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AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (Queen Creek AZ)
SC
10/15/2016 - 09/09/2022
PRUCO SECURITIES, LLC. (Greenville SC)
IA
Issued 10/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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