Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Addo? Claim Your ProfileAddo Jonathan Kuhlmann is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Addo Kuhlmann is a licensed professional in the state of New Jersey and Texas. The advisor has been active in the investment industry since 2005 and has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since November 2004. Addo Kuhlmann has passed the Series 66, Series 24, Series 10, Series 9, SIE and Series 7 exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
03/22/2005 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
BOTH
Issued 03/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 06/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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