Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Louis Koons is a registered representative with Vista Point Advisors, LLC. Jeffrey has been in the industry since April 3, 2010 and has passed the Series 7, Series 63, Series 79TO, Series 99TO, and SIE exams. Jeffrey is registered in California. Previously Jeffrey was affiliated with KEMA PARTNERS LLC and ARBOR ADVISORS, LLC.
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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CA
12/22/2011 - Present
Vista Point Advisors, LLC (SAN FRANCISCO CA)
CA
02/17/2011 - 12/16/2011
KEMA PARTNERS LLC (SAN FRANCISCO CA)
UT
03/22/2010 - 02/08/2011
ARBOR ADVISORS, LLC (SALT LAKE CITY UT)
BC
Issued 04/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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