Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Conley jones is a financial advisor with over 35 years of experience in the financial services industry. Kathy is currently registered with Cambridge Investment Research, Inc. and is located in Florissant, MO. Previously, Kathy has held positions at LPL FINANCIAL LLC, NATIONAL PLANNING CORPORATION, PARK AVENUE SECURITIES LLC, WOODBURY FINANCIAL SERVICES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, WALNUT STREET SECURITIES, INC. and GENERAL AMERICAN LIFE INSURANCE COMPANY. Kathy holds the Series 6, Series 63, and SIE licenses. Kathy is a dedicated professional committed to providing clients with personalized financial advice and guidance.
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.
1
2
MO
05/02/2022 - Present
Cambridge Investment Research, Inc. (Florissant MO)
MO
11/29/2017 - 05/25/2022
LPL FINANCIAL LLC (ST. LOUIS MO)
MO
04/24/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (ST. LOUIS MO)
NY
08/11/2011 - 04/02/2013
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MO
04/01/2009 - 12/31/2010
WOODBURY FINANCIAL SERVICES, INC. (ST LOUIS MO)
MO
06/21/2004 - 04/08/2009
PARK AVENUE SECURITIES LLC (ST. LOUIS MO)
MA
03/01/2004 - 04/15/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/01/2004 - 04/15/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
02/27/1996 - 03/03/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/27/1996 - 03/03/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
09/20/1985 - 03/15/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/16/1986 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
BC
Issued 10/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kathy Conley jones is the right advisor for you? Invested Better is here to help.
