Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peisha? Claim Your ProfilePeisha Shen is a registered representative with Kingswood Capital Partners, LLC. Peisha has been working in the financial services industry since September 2018. Peisha holds the Series 7, Series 63 and SIE securities licenses. Peisha Shen is currently registered in Florida and New York.
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
FL
08/16/2023 - Present
Kingswood Capital Partners, LLC (Boca Raton FL)
FL
09/27/2018 - 08/21/2023
VIEWTRADE SECURITIES, INC. (BOCA RATON FL)
BC
Issued 12/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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