Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Pyne is a financial advisor with over 25 years of experience in the financial services industry. Jonathan has been registered with Berthel Fisher & Company Financial Services, Inc. since 2007 and with BFC Planning, Inc. since 2016. Jonathan is a Series 6, 7, 24, 63, and 65 licensed advisor. Jonathan's previous employment history includes positions with United Planners' Financial Services of America, Clearing Services of America, Inc., 1717 Capital Management Company, and W.S. Griffith & Co., Inc. Jonathan is a pastor and offers his services for rare weddings and funerals. Jonathan primarily works with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Jonathan's practice specializes in financial planning, portfolio management for individuals, and the selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
01/31/2014 - Present
Berthel, Fisher & Co. Financial Services, Inc. (Plymouth MN)
MN
08/25/2003 - 02/12/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MINNEAPOLIS MN)
MO
08/27/1999 - 09/08/2003
CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)
DE
03/24/1997 - 08/27/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CT
04/07/1995 - 03/21/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Pyne is the right advisor for you? Invested Better is here to help.
