Paul Kuveke (CRD# 1761862) is an Investment Advisor Representative working at Imprint Wealth LLC in Mount Pleasant, SC and has over 35 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Imprint Wealth Llc Dba Naples Wealth Planning | Naples, FL | Jul 2023 - Current | < 1 |
Money Mind Matters, LLC | Naples, FL | Jun 2021 - Current | 2 |
Kuveke Benefits LLC | Wilton, CT | Apr 1992 - Current | 31 |
Laidlaw Wealth Management Dba Naples Wealth Planning | Naples, FL | Oct 2020 - Jul 2023 | 2 |
Sussex Wealth Strategies LLC | Bonita Springs, FL | Nov 2019 - Jan 2021 | 1 |
Naples Wealth Planning | Naples, FL | Jan 2020 - Oct 2020 | < 1 |
Avenir Private Advisors, LLC | Miami, FL | Mar 2019 - Jan 2020 | < 1 |
Procyon Institutional Partners LLC | Shelton, CT | Apr 2018 - Feb 2019 | < 1 |
Procyon Private Wealth Partners, LLC | Shelton, CT | Nov 2017 - Feb 2019 | 1 |
Tempus Advisors | Ridgefield, CT | Sep 2015 - Nov 2017 | 2 |
Raymond James Financial Services Advisors, Inc. | Wilton, CT | Jan 2009 - Nov 2017 | 8 |
Raymond James Financial Services, Inc. | Wilton, CT | Nov 1992 - Nov 2017 | 25 |
Kuveke Financial Group | Ridgefield, CT | May 2010 - Nov 2016 | 6 |
Rbh Corporation | Ridgefield, CT | Jan 2007 - Jul 2015 | 8 |
Paul Kuveke | Ridgefield, CT | Oct 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1989 |
- FL
-
Total Assets Under Management254MILLIONS
-
Total Number of Accounts842ACCOUNTS
-
Average Account Value$301,601
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, GA, NY, SC
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