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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Louis Kuntz is a financial advisor registered with LPL Financial LLC in FORT THOMAS, KY. John has been working in the financial industry since 1976 and is licensed to offer financial services in 13 states, including Indiana and Kentucky. John previously held positions at Painewebber Incorporated, Kidder, Peabody & Co. Incorporated, and Gradison & Company Incorporated.
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.
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2
KY
07/20/1994 - Present
LPL Financial LLC (FORT THOMAS KY)
NJ
09/20/1989 - 07/12/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/24/1982 - 09/16/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
09/01/1976 - 10/08/1982
GRADISON & COMPANY INCORPORATED
BC
Issued 07/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/1977
PC - AMEX Put and Call Exam
BC
Issued 08/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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