Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Ray Kunz is a financial advisor with over 40 years of experience in the financial services industry. Kim currently works at Westpark Capital, Inc. where they are a registered representative. Kim is also registered with FINRA and holds a Series 63, Series 24, Series 6TO, Series 22TO, SIE, Series 62 and Series 1 license. Kim provides financial planning and portfolio management services to individual clients. They specialize in investment companies, pooled investment vehicles, and high net worth individuals. Kim has a long and successful track record of 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
11/13/2017 - Present
Westpark Capital, Inc. (Atascadero CA)
CA
01/10/2013 - 11/13/2017
VFG SECURITIES, INC. (ATASCADERO CA)
CA
11/27/2007 - 01/02/2013
FINANCIAL ADVISERS OF AMERICA, LLC (ATASCADERO CA)
CA
04/30/1991 - 01/04/2008
FINANCIAL WEST GROUP (TEMPLETON CA)
NA
01/13/1988 - 04/30/1991
FINANCIAL WEST INVESTMENT GROUP
NA
02/01/1985 - 01/26/1988
TITAN CAPITAL CORPORATION
NA
07/05/1983 - 12/18/1984
FIRST AMERICAN NATIONAL SECURITIES, INC.
NA
11/14/1980 - 07/06/1983
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 07/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/22/1980
Series 1 - Registered Representative Examination
Active
Inactive
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