Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Berstein is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Jonathan has been in the financial services industry since 1994. Jonathan has experience in providing financial planning, investment consulting services, and portfolio management for individuals and businesses. Jonathan holds Series 7, 31, and 65 securities licenses, as well as a Series 63 license. Jonathan is registered to conduct business in 32 states. Jonathan's primary office location is in Edwards, Colorado, but they also have a branch office location in Boca Raton, Florida.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
10/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Edwards CO)
FL
03/20/2009 - 10/02/2023
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
12/18/2003 - 03/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOCA RATON FL)
NY
01/16/1998 - 12/19/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/01/1994 - 01/22/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Berstein is the right advisor for you? Invested Better is here to help.
