Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Kunowski is an investment professional with over 20 years of experience in the financial services industry. John currently works for Tiaa-Cref Individual & Institutional Services, LLC, where he is a Registered Representative. John has held several positions throughout his career including time at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. John holds several licenses, including Series 6, 7, 26, 63, and 65. John specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. John's primary focus is on serving high-net-worth individuals and individuals other than high-net-worth.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
01/23/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANDOVER MA)
NH
08/20/2015 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
11/09/1992 - 07/05/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BC
Issued 08/26/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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