Petra Zunt
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Petra Zunt, who also goes by Petra Jezkova, Petra Stuchlik, was a registered financial professional .
Petra is a previously registered financial professional and started their career in finance in 2011. Petra had worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 4, 2021 - October 25, 2024
THE MILLSTONE EVANS GROUP, LLC
October 5, 2016 - December 31, 2020
RAYMOND JAMES & ASSOCIATES, INC.
October 5, 2016 - December 31, 2020
RAYMOND JAMES & ASSOCIATES, INC.
August 24, 2016 - October 4, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
April 1, 2016 - October 4, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
March 10, 2015 - January 4, 2016
CRESTONE SECURITIES LLC
October 12, 2011 - February 25, 2015
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
THE MILLSTONE EVANS GROUP, LLC
CRD#: 311142 / SEC#: 801-119896
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/15/2024
General Securities Representative ExaminationSeries 99TO
Date: 3/15/2024
Operations Professional ExaminationCurrent Firm
THE MILLSTONE EVANS GROUP, LLC
CRD#: 311142 / SEC#: 801-119896
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,314 |
| AUM (Assets Under Management) | $ 777,932,541 |
Red Flags
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