Unclaimed
Kiara Danielle Jones is a Registered Representative and Investment Adviser Representative affiliated with Principal Securities, Inc. and Principal Advised Services, both located in Smyrna, GA. Kiara has been in the securities industry since January 2015. Kiara is also a registered representative in the state of Georgia and an Investment Adviser Representative in the state of Iowa. Kiara holds both the Series 63 and Series 66 licenses. Kiara's employment history includes positions at E*TRADE SECURITIES LLC, MORGAN STANLEY, Morgan Stanley Private Bank, N.A., WELLS FARGO CLEARING SERVICES, LLC and PRINCIPAL ADVISED SERVICES. Kiara is a retirement consultant and offers one-on-one investment advice to Principal retirement plan participants.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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GA
10/21/2024 - Present
Principal Advised Services (SMYRNA GA)
Active
Inactive
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