Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Petra? Claim Your ProfilePetra Zunt is a financial advisor registered in Colorado. Petra has been working in the financial industry for over 16 years, primarily focused on serving high-net-worth individuals and corporations. Petra is currently registered with The Millstone Evans Group, LLC where she provides financial planning, portfolio management, and educational services. Petra has previously worked at Raymond James & Associates, Inc., Ameriprise Financial Services, Inc., and Crestone Securities LLC. Petra holds both Series 7 and Series 66 licenses and has been recognized for her expertise in various financial sectors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Blogs and podcasts
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
CO
01/04/2021 - Present
THE Millstone Evans Group, LLC (BOULDER CO)
CO
10/05/2016 - 12/31/2020
RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)
CO
04/01/2016 - 10/04/2016
AMERIPRISE FINANCIAL SERVICES, INC. (BOULDER CO)
CO
03/10/2015 - 01/04/2016
CRESTONE SECURITIES LLC (BOULDER CO)
CO
10/12/2011 - 02/25/2015
RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)
BOTH
Issued 08/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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