Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Paul Obest is a registered investment advisor representative with MWA Financial Services Inc. Jonathan has been in the industry since March 15, 2015, and is registered in several states including California, Texas, Arizona, Georgia, Hawaii, Kansas and Ohio. Jonathan offers financial planning, selection of other advisors, and portfolio management services to individuals and businesses. Jonathan is also a registered investment advisor representative in Texas and specializes in offering investment advisory services.
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.
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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CA
08/05/2022 - Present
MWA Financial Services Inc. (LAGUNA HILLS CA)
BOTH
Issued 02/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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