Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Kunz is a financial advisor with Core Financial. Samuel has been in the industry for over 20 years. He has worked for Quaker Securities, Inc. and Schroder & Co. Inc. He is a Chartered Financial Analyst and holds the Series 3 and Series 7 licenses. Samuel specializes in providing financial planning, pension consulting and portfolio management services for businesses and individuals. Samuel also provides selection of other advisors services.
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.
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.
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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CA
12/08/2021 - Present
Core Financial (EL SEGUNDO CA)
PA
06/16/2000 - 04/26/2005
QUAKER SECURITIES, INC. (MALVERN PA)
NY
06/01/1994 - 05/22/2000
SCHRODER & CO. INC. (NEW YORK NY)
BC
Issued 01/29/1998
Series 3 - National Commodity Futures Examination
BC
Issued 05/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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