Unclaimed
Paul Bunke is an investment advisor representative and financial advisor based in Lynchburg, VA. Paul works at PNC Investments, where he provides financial advisory services to individuals, businesses and institutional clients, including charitable organizations and pension plans. Prior to joining PNC Investments, Paul was affiliated with Empower Financial Services, Inc. and Equitable Advisors, LLC. Paul has over 5 years of experience in the financial services industry.
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.
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.
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.
1
2
VA
03/13/2024 - Present
PNC Investments (Lynchburg VA)
CO
11/04/2021 - 03/05/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
VA
04/08/2021 - 10/21/2021
EQUITABLE ADVISORS, LLC (LYNCHBURG VA)
VA
06/15/2019 - 03/04/2021
EDWARD JONES (LYNCHBURG VA)
BOTH
Issued 07/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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