Unclaimed
John Alan Kuntz is a financial advisor with over 30 years of experience in the industry. John is currently registered with LPL Financial LLC and provides financial planning and investment management services. John has a wide range of experience and has held previous roles with firms like SIGMA FINANCIAL CORPORATION, ING FINANCIAL PARTNERS, INC., and AMERIPRISE ADVISOR SERVICES, INC. John is also a Certified Financial Planner. John's experience and certifications demonstrate John's commitment to helping clients achieve their financial goals.
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
FL
06/21/2023 - Present
LPL Financial LLC (TARPON SPRINGS FL)
FL
07/30/2014 - 06/08/2023
SIGMA FINANCIAL CORPORATION (Tarpon Springs FL)
FL
01/05/2009 - 08/05/2014
ING FINANCIAL PARTNERS, INC. (TARPON SPRINGS FL)
FL
09/16/2005 - 01/07/2009
AMERIPRISE ADVISOR SERVICES, INC. (NEW PORT RICHEY FL)
NY
03/06/2001 - 09/22/2005
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
FL
10/02/2002 - 11/12/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
10/01/2000 - 03/08/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/19/1993 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
CA
09/01/1993 - 10/19/1993
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
PA
10/01/1992 - 09/07/1993
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
MN
03/20/1990 - 09/28/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/20/1990 - 09/28/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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