Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Kuntz is a registered representative of Morgan Stanley and has been in the financial industry since 2023. Jane specializes in helping individuals, families, and businesses achieve their financial goals through personalized investment and financial planning services. Jane has earned her Series 66, Series 7TO, Series 31, and SIE licenses. She holds a Series 66 registration in both Pennsylvania and Texas, and her Series 7TO, Series 31 and SIE licenses are valid nationwide. Jane is also a registered investment advisor representative in Pennsylvania and Texas. Jane has experience working with a variety of clients including individuals, families, businesses, and institutions. Jane is committed to providing her clients with the highest level of service and expertise.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
01/10/2024 - Present
Morgan Stanley (Berwyn PA)
BOTH
Issued 11/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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