Unclaimed
Auna M Kuehnle is an investment professional with over 10 years of experience. Auna is currently registered with Fifth Third Securities, Inc. and has been with the firm since 2008. Prior to that, Auna worked at NATCITY INVESTMENTS, INC. Auna holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. Auna has a strong background in securities and has a proven track record of success in the industry. Auna specializes in providing investment advice to individuals, families, and businesses. Auna is committed to helping her clients achieve their financial goals.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
MI
02/09/2010 - Present
Fifth Third Securities, Inc. (NEW BUFFALO MI)
MI
07/30/2009 - 10/20/2009
NATCITY INVESTMENTS, INC. (HARTFORD MI)
MI
05/08/2008 - 07/17/2009
FIFTH THIRD SECURITIES, INC. (KALAMAZOO MI)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/4/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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