Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kuntz is a financial advisor with Avantax Investment Services, Inc. in WHEELER, TX. Charles has been working in the financial services industry since 1983. He has a Series 7 and Series 63 license. Charles has worked with United Planners' Financial Services of America A Limited Partner, SunAmerica Securities, Inc. and Southmark Financial Services, Inc. Charles is also registered in Oklahoma and Texas.
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.
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TX
07/25/2006 - Present
Avantax Investment Services, Inc. (WHEELER TX)
TX
10/30/1998 - 05/19/2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WHEELER TX)
AZ
01/03/1991 - 10/28/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
06/18/1989 - 12/31/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/25/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
06/03/1985 - 07/29/1988
ASSOCIATED PLANNERS SECURITIES CORPORATION
NA
10/18/1983 - 06/05/1985
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BC
Issued 08/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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