Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Gabriel Kuntz is a financial advisor with over 20 years of experience in the industry. Douglas is registered with LPL Financial LLC and is currently licensed to provide financial advice in 13 states. Douglas has a strong track record of success in helping clients achieve their financial goals. Prior to joining LPL Financial LLC, Douglas was with Waddell & Reed, Inc, and PRUCO Securities, LLC. Douglas holds Series 6, 7, 63, 65 and 66 licenses. Douglas is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
07/21/2021 - Present
LPL Financial LLC (GREAT FALLS MT)
MT
08/22/2017 - 07/21/2021
WADDELL & REED (GREAT FALLS MT)
MT
07/23/2014 - 08/25/2017
PRUCO SECURITIES, LLC. (Great Falls MT)
MN
05/31/2000 - 07/16/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
WI
07/13/1999 - 06/01/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
10/09/1998 - 10/29/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NJ
03/10/1997 - 08/12/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/18/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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