Unclaimed Profile

Jesse Nmn Lunin-Pack

LUNIN-PACK PLANNING AND ADVICE, LLC·COLD SPRING, New York

Clean recordLUNIN-PACK PLANNING AND ADVICE, LLC

292 MAIN STREET, COLD SPRING, NY 10516CRD# 4448224Firm CRD# 334066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jesse Nmn Lunin-Pack · COLD SPRING, NY

Registration

CRD #4448224 · LUNIN-PACK PLANNING AND ADVICE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jesse Nmn Lunin-Pack is a registered financial advisor based in COLD SPRING, New York, affiliated with LUNIN-PACK PLANNING AND ADVICE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LUNIN-PACK PLANNING AND ADVICE, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4448224

Firm CRD# 334066

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jesse Nmn Lunin-Pack offer?

Jesse Nmn Lunin-Pack specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLD SPRING, New York for a consultation.

What are Jesse Nmn Lunin-Pack's credentials?

Jesse Nmn Lunin-Pack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jesse Nmn Lunin-Pack located?

Jesse Nmn Lunin-Pack is based in COLD SPRING, New York, working with LUNIN-PACK PLANNING AND ADVICE, LLC. Their office serves clients in the COLD SPRING metropolitan area and surrounding communities.

How does Jesse Nmn Lunin-Pack charge for services?

Jesse Nmn Lunin-Pack's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LUNIN-PACK PLANNING AND ADVICE, LLC?

LUNIN-PACK PLANNING AND ADVICE, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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