Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paisley? Claim Your ProfilePaisley Ann Jones is a financial advisor who has been in the industry since December 29, 2004. Jones is currently registered with Kestra Advisory Services, LLC in Austin, TX. Jones has worked for several other firms including Cybertrader, Inc., CIBC Oppenheimer Corp., United Planners' Financial Services of America A Limited Partner, Laidlaw Equities, Inc. and Paine Webber Incorporated. Jones holds the Series 3, 7, 24 and 66 licenses and the SIE exam. Jones specializes in Financial Planning, Pension Consulting and Portfolio Management for Businesses and Individuals.
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.
1
2
TX
05/26/2016 - Present
Kestra Advisory Services, LLC (Austin TX)
TX
01/27/2000 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
NY
08/05/1997 - 02/16/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
AZ
01/04/1997 - 07/29/1997
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
NY
08/29/1996 - 12/31/1996
LAIDLAW EQUITIES, INC. (NEW YORK NY)
NJ
03/07/1996 - 04/15/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 02/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2007
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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