Unclaimed
Jennifer Kunesh is a financial advisor with over 15 years of experience in the financial services industry. Jennifer is registered with Raymond James & Associates, Inc. Jennifer is a financial advisor for Raymond James & Associates, Inc. and specializes in a number of areas, including retirement planning, investment planning, and financial planning. Jennifer holds a variety of licenses and certifications, including Series 66, Series 7, Series 10, and Series 9. Jennifer has been registered with the SEC since 2006.
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.
Please see note in schedule d - miscellaneous
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
OH
05/13/2022 - Present
Raymond James & Associates, Inc. (BRUNSWICK OH)
OH
01/15/2020 - 01/19/2022
LPL FINANCIAL LLC (STRONGSVILLE OH)
OH
09/26/2008 - 12/23/2019
RAYMOND JAMES & ASSOCIATES, INC. (MEDINA OH)
OH
01/01/2008 - 10/02/2008
WACHOVIA SECURITIES, LLC (MEDINA OH)
OH
04/26/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEDINA OH)
BOTH
Issued 05/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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