Unclaimed
Jennifer Kingston is a financial advisor with Edward Jones. She has been in the financial services industry since 2004. Jennifer has experience with a range of financial services firms, including TD Ameritrade, Wells Fargo Advisors, and Stifel, Nicolaus & Company. Jennifer is a Series 63, 66, 7, 9, 10, 24, and SIE licensed professional. Jennifer specializes in helping individuals and families achieve their financial goals. Jennifer is committed to providing her clients with personalized service and advice.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
06/16/2015 - Present
Edward Jones (MANCHESTER MO)
MO
02/09/2015 - 05/19/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NJ
06/07/2013 - 12/01/2014
TD AMERITRADE, INC. (JERSEY CITY NJ)
NJ
04/25/2012 - 05/14/2013
WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)
NJ
09/09/2005 - 04/03/2012
PERSHING LLC (JERSEY CITY NJ)
NJ
10/19/2004 - 09/09/2005
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
BOTH
Issued 05/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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