Unclaimed
Jai Lovie evette James is a registered representative with Kestra Investment Services, LLC. Jai James is licensed in eight states, including Maryland, Virginia, Arizona, California, Florida, Louisiana, Pennsylvania, and the District of Columbia. Jai James has passed the Series 63, Series 6TO, and SIE exams. Jai James joined Kestra Investment Services, LLC on January 22, 2024 and works out of their Bethesda, Maryland office.
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.
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MD
01/22/2024 - Present
Kestra Investment Services, LLC (BETHESDA MD)
BC
Issued 01/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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