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Jonathan Batting

Cetera Advisors

2115 Lennox Dale Ln

Brandon, FL 33510

813-361-7250

About Cetera Advisors

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

General Information

Firm Start Year

1922

CRD#

2459803

Firm CRD#

10299

States Licensed in

FL AL AZ CT DE DC GA IN LA MD MA NC OH PA SC TN TX VS

Work Experience

I am an experienced Financial advisor with over twenty years of work in the field. My mission is to and assist in planning for my clients. I pride myself in my hands-on approach to my career and I firmly believe that service is the foundation behind strong relationships between myself and those I serve

Work with the following types of clients

Individual Investors

Advisory Services Provided

Portfolio Management, 401K Rollovers, Wealth Management, Retirement Planning

Services

Investment Types

Mutual Funds, Bonds, Stocks, Insurance

Can meet clients in the following ways

Via Phone

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 24, Series 65, Series 7

Insurance and Annuity Licenses

Annuity, Health, Life

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets