Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunnaret? Claim Your ProfileSunnaret Eang is an investment advisor representative at Independent Financial Partners. Sunnaret is registered with the state of Pennsylvania and has over 5 years of experience in the industry. Sunnaret also holds Series 63 and Series 65 licenses, as well as the SIE and Series 7. Independent Financial Partners is a Registered Investment Advisor headquartered in Tampa, Florida, with more than 266 registered representatives and 244 investment advisory professionals. The firm provides financial planning, investment advisory, and other services to both individuals and businesses.
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.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
PA
11/03/2021 - Present
Independent Financial Partners (Conshohocken PA)
PA
09/04/2018 - 10/12/2020
J.P. MORGAN SECURITIES LLC (Philadelphia PA)
IA
Issued 04/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sunnaret Eang is the right advisor for you? Invested Better is here to help.
