Unclaimed
Jonas Pascal Berry is a registered representative with W&S Brokerage Services, Inc. in Asheville, NC. Jonas has been in the industry for a short time, but has earned their Series 63, Series 6TO and SIE licenses. Jonas is actively involved in the securities industry and is committed to providing clients with personalized financial advice. Jonas is focused on portfolio management for individuals and selecting other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NC
12/16/2023 - Present
W&S Brokerage Services, Inc. (ASHEVILLE NC)
BC
Issued 04/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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