Unclaimed
Kevin Amir Jones is a Registered Representative and Investment Adviser Representative with Citizens Securities, Inc., located in Fort Washington, Pennsylvania. Kevin Jones has been in the securities industry since May 8, 2016. Kevin Jones has passed the Series 63, Series 66, Series 7 and SIE exams. Kevin Jones has a total of 5 approved state registrations and is currently registered with the following states: District of Columbia, Maryland, New York, Pennsylvania, and Virginia. Kevin Jones is also registered as an Investment Adviser Representative with Citizens Securities, Inc. in District of Columbia, Maryland, New York, and Virginia. Prior to working at Citizens Securities, Inc. Kevin Jones was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arlington, Virginia. Kevin Jones is also registered with FINRA and is an active member of the Securities Industry and Financial Markets Association (SIFMA).
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.
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A percentage of the total value of assets under management is charged.
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2
PA
12/12/2022 - Present
Citizens Securities, Inc. (Fort Washington PA)
VA
04/01/2016 - 06/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARLINGTON VA)
VA
10/12/2015 - 01/19/2016
TD AMERITRADE, INC. (RESTON VA)
PA
08/20/2015 - 10/05/2015
AXA ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 05/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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