Unclaimed Profile

Serena Fanny Kokka

WASHINGTON WEALTH MANAGEMENT, LLC·SAN DIEGO, California

SIE, Series 3, Series 7, Series 9, Series 10, Series 23, Series 24, Series 31, Series 55, Series 57TO, Series 63, Series 66Clean record17 years registeredWASHINGTON WEALTH MANAGEMENT, LLC

3570 CARMEL MOUNTAIN ROAD, SAN DIEGO, CA 92130CRD# 3274215Firm CRD# 155193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Serena Fanny Kokka · SAN DIEGO, CA

Registration

CRD #3274215 · WASHINGTON WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

KESTRA INVESTMENT SERVICES, LLC

Feb 2014 – present

KESTRA PRIVATE WEALTH SERVICES, LLC

Apr 2012 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Apr 2012

SAN DIEGO, CA

MORGAN STANLEY & CO. INCORPORATED

May 2009 – Jun 2009

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 23

Series 24

Series 31

Series 55

Series 57TO

Series 63

Series 66

Registration record

First registered · May 15, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KESTRA PRIVATE WEALTH SERVICES, LLC

CRD 155193 · SEC 801-71936

AUM

$7.3B

Regulatory assets under management

Employees

158

21,652 client accounts

Services offered by KESTRA PRIVATE WEALTH SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KESTRA PRIVATE WEALTH SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Serena Fanny Kokka offer?

Serena Fanny Kokka specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Serena Fanny Kokka's credentials?

Serena Fanny Kokka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Serena Fanny Kokka located?

Serena Fanny Kokka is based in SAN DIEGO, California, working with WASHINGTON WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Serena Fanny Kokka charge for services?

Serena Fanny Kokka's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WASHINGTON WEALTH MANAGEMENT, LLC?

WASHINGTON WEALTH MANAGEMENT, LLC has approximately 158 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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