Elizabeth Kuna
Elizabeth Kuna is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilkes Barre, PA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1170 Highway 315 Blvd Ste 5, Wilkes Barre, PA, 18702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth works as a Registered Client Associate for Monocacy Wealth Partners of Raymond James since 2021. This takes about a quarter to half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations24 states
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