Jenna Yoss
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jenna Yoss was a registered financial professional .
Jenna is a previously registered financial professional and started their career in finance in 2022. Jenna had worked at 1 firm and has passed the Series 63, SIE and Series 6TO exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 17, 2022 - April 30, 2024
RFS PARTNERS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 8/30/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
RFS PARTNERS
CRD#: 18119 / SEC#: , 8-36128
Contact information
FINRA licenses (52 States and Territories)
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
