Unclaimed
Scott Christopher Kuna is an investment advisor representative who has been registered with the state of Pennsylvania since August 2024. Scott works with Quadrant Private Wealth Management, LLC, a firm that specializes in providing financial planning, portfolio management, and other services to individuals, businesses, and pension and profit-sharing plans. Scott's experience in the financial industry includes roles with Quadrant Capital and Saucon Valley Country Club.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with our affiliate, focus risk solutions.
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PA
08/26/2024 - Present
Quadrant Private Wealth Management, LLC (CENTER VALLEY PA)
IA
Issued 08/26/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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