Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Berhane is a financial advisor with Wealthspire Advisors, a firm based in New York, NY. Jonathan has been working in the financial services industry since February 2014. Jonathan holds a Certified Financial Planner designation and has a special interest in financial planning, pension consulting, and selection of other advisors. Jonathan is a registered Investment Advisor Representative in New York. Jonathan is also a ProBono Advisor with the FPA Pro Bono Association providing pro bono financial planning services to those in need.
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.
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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NY
05/24/2021 - Present
Wealthspire Advisors (NEW YORK NY)
Active
Inactive
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