Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Richard Hupp is a registered representative with W&S Brokerage Services, Inc. Jonathan has been in the securities industry for over a year and is currently licensed in Ohio. Jonathan has passed the Series 6TO, Series 63, and SIE examinations. Jonathan specializes in providing investment advice and portfolio management for individuals.
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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OH
10/29/2021 - Present
W&S Brokerage Services, Inc. (SHEFFIELD VILLAGE OH)
BC
Issued 01/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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