Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalena? Claim Your ProfileKalena Teufel is an investment advisor representative registered with J.p. Morgan Securities LLC in California and Texas. Kalena has been in the industry since November 2023. Kalena is licensed to offer securities products in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Kalena holds the Series 7TO and Series 66 licenses. Prior to joining J.p. Morgan Securities, Kalena was employed by Ameriprise Financial Services, LLC, a large financial services firm. Kalena has worked in a variety of industries and holds a degree from Pepperdine University. Kalena specializes in working with individuals, high-net-worth individuals, corporations, and businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
07/31/2024 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
CA
10/16/2023 - 07/09/2024
AMERIPRISE FINANCIAL SERVICES, LLC (CALABASAS CA)
BOTH
Issued 12/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kalena Teufel is the right advisor for you? Invested Better is here to help.
