Elizabeth Ann Kuna

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Scranton, PA
• 11/2016 → 12/2020
  Wells Fargo Clearing Services, Llc
  Scranton, PA
• 08/2017 → Present
  Tipsy Turtle Pub
  Jenkins Township, PA
• 02/2018 → Present
  Greater Pittston Ymca
  Pittston, PA
• 12/2020 → Present
  Raymond James Financial Services Advisors
  Luzerne, PA
• 12/2020 → Present
  Raymond James Financial Services, Inc.
  Luzerne, PA
• 12/2021 → Present
  Monocacy Wealth Partners
  Wilkes Barre, PA
• 12/2020 → 12/2021
  Sennett And Associates Of Raymond James
  Wilkes Barre, PA

Previous Registrations

• 2020-12-03 → 2020-12-22
  Wells Fargo Clearing Services, Llc
  Scranton, PA

Other Businesses

(1)Name of Business: Monocacy Wealth Partners Address: 1170 Highway 315 Blvd Ste 5, Wilkes Barre, PA, 18702-6906, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Registered Client Associate for Monocacy Wealth Partners of Raymond James

Exams

• S66 Uniform Combined State Law Examination
  2020-12-03

Other Names

• Elizabeth Kuna
• Elizabeth Ann Kuna