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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kunkel is an investment advisor representative with Provenance Wealth Advisors. James Kunkel has been in the industry for over 25 years. James Kunkel's previous employment history includes Raymond James Financial Services, Inc., Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and CIGNA Financial Advisors,INC.. James Kunkel is registered with FINRA and is licensed in the state of Florida. James Kunkel provides portfolio management services to high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio consulting 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.
A percentage of the total value of assets under management is charged.
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2
FL
05/06/2003 - Present
Provenance Wealth Advisors (FORT LAUDERDALE FL)
FL
08/30/2013 - 04/09/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)
FL
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (FORT LAUDERDALE FL)
NY
09/23/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IN
10/09/2000 - 09/06/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 09/06/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
12/23/1991 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 11/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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