Unclaimed
Alena Jakubikova is a financial professional with over 7 years of experience in the financial services industry. Alena is currently registered with Purshe Kaplan Sterling Investments in Parsippany, New Jersey. Alena is a Series 7, Series 24, and Series 63 licensed representative. Alena has previously been employed by SUMMIT EQUITIES, 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.
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.
1
2
NJ
08/23/2019 - Present
Purshe Kaplan Sterling Investments (Parsippany NJ)
NJ
03/14/2016 - 10/29/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BC
Issued 03/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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