Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Skylar? Claim Your ProfileSkylar Kunau is an Investment Advisor Representative with Oxford Wealth Group, LLC. Skylar is registered with the state of Florida and has been in the industry since 2021. Skylar specializes in providing financial planning services, selecting other advisors, and portfolio management for individuals. Skylar has a Series 65 license. Skylar is a member of Oxford Wealth Group, LLC, which is located in Orlando, Florida. The firm manages over $198 million in assets and provides financial planning and portfolio management services to both individuals and high-net-worth clients.
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.
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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FL
04/23/2024 - Present
Oxford Wealth Group, LLC (ORLANDO FL)
IA
Issued 12/04/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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