Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Pham is a financial professional with W&S Brokerage Services, Inc. Jonathan has been in the financial services industry since 2024 and holds the Series 6TO and SIE licenses. Jonathan's firm manages $122,864,622 in assets for 451 clients. Jonathan has a branch office location at 3536 CONCOURS STREET SUITE 320 ONTARIO, CA 91764. Jonathan is registered with FINRA and W&S Brokerage Services, Inc.
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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CA
07/19/2024 - Present
W&S Brokerage Services, Inc. (ONTARIO CA)
BC
Issued 07/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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