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Alena Jakubikova

Purshe Kaplan Sterling Investments

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About Alena Jakubikova

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..

Firm Information

Alena Jakubikova is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alena Jakubikova’s Registration & Firm History

NJ

08/23/2019 - Present

Purshe Kaplan Sterling Investments (Parsippany NJ)

NJ

03/14/2016 - 10/29/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alena Jakubikova.
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