Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kungl is a financial advisor with Raymond James Financial Services Advisors, Inc. Patrick has been in the industry for six years, and has a broad range of experience serving individuals, high-net-worth individuals, corporations and other businesses, investment companies, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. Patrick holds a Series 7, Series 66, and Series 87 license. Patrick is also registered as an investment advisor representative in 23 states. Prior to joining Raymond James, Patrick was associated with Merrill Lynch, Pierce, Fenner & Smith 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
LA
06/17/2019 - Present
Raymond James Financial Services Advisors, Inc. (NEW ORLEANS LA)
LA
07/19/2017 - 06/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
BOTH
Issued 08/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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