Unclaimed
Kenia Jones is a financial advisor at Purshe Kaplan Sterling Investments. Kenia has been in the industry since May 2020. She has a Series 7, Series 66, and SIE licenses. Kenia is registered in Nevada and Texas.
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
TX
06/10/2022 - Present
Purshe Kaplan Sterling Investments (Dallas TX)
TX
05/11/2020 - 06/10/2022
LPL FINANCIAL LLC (DALLAS TX)
BOTH
Issued 06/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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