Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonna? Claim Your ProfileJonna Purse Todd is an investment advisor representative with Cetera Investment Advisers LLC in HOOVER, AL. Jonna Todd has been in the securities industry since 2006 and has experience working with Ameriprise Financial Services, Inc., Regions Bank, and Cetera Investment Services LLC. Jonna Todd is licensed in the state of Alabama.
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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2
AL
11/02/2016 - Present
Cetera Investment Advisers LLC (HOOVER AL)
AL
11/02/2006 - 10/24/2016
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 2/9/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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