Unclaimed
Kinnan Seamster is a financial advisor with Edward Jones, a firm that has approximately $10 billion to $50 billion in assets under management. Kinnan has been in the financial industry since January 11, 2016. Kinnan is a Certified Financial Planner. Kinnan has been registered with the Securities and Exchange Commission (SEC) since August 31, 2017. Kinnan is also registered with the state of Texas, as well as other states. Kinnan specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Kinnan also provides selection of other advisors services. Kinnan is licensed to sell life and health insurance in Fair Oaks Ranch, 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.
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
TX
08/31/2017 - Present
Edward Jones (Boerne TX)
TX
10/01/2015 - 01/27/2017
PRINCIPAL SECURITIES, INC. (SAN ANTONIO TX)
BOTH
Issued 07/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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