Unclaimed
Kama Leigh katherine Unnerstall has been an active advisor since February 4, 2007 and is currently registered with Edward Jones. Kama is a Certified Financial Planner® and has experience in working with individuals, businesses, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, investment clubs, and insurance companies. Kama has a specialization in fixed income, mutual funds, stocks, options, and variable annuities. Kama has been with Edward Jones since December 2006.
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
03/04/2015 - Present
Edward Jones (WASHINGTON MO)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2007
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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