Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Frederick Kunkel is a financial advisor with over 20 years of experience in the industry. James has been registered with the state of Indiana since 2000 and recently became registered in Texas as well. James is currently affiliated with Schwab Wealth Advisory, Inc., offering investment advisory services to individuals and businesses. James holds the Series 63, Series 66, Series 7, and SIE 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
IN
01/24/2023 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
BOTH
Issued 02/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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