Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Kuntz is a financial advisor with J.p. Morgan Securities LLC, registered with the state of Ohio and Indiana. Cheryl has been working in the financial services industry since 1992. Cheryl has a wide range of experience, having previously worked for UBS Financial Services Inc. and Wells Fargo Advisors Financial Network, LLC. Cheryl holds Series 7, 8, 9, 10, 63, and 66 licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
11/01/2023 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
01/15/2010 - 04/01/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (COLUMBUS OH)
OH
10/07/1997 - 05/13/2009
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
NA
02/10/1992 - 08/20/1997
PAINEWEBBER INCORPORATED
BOTH
Issued 06/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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