Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Kohn is a registered representative with L.m. Kohn & Co.. Andrew has been in the financial industry for over 10 years and has experience in providing financial planning services to a variety of clients, including individuals, businesses, and institutions. Andrew is also a registered investment advisor representative in the state of Ohio.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Flat commission/execution fee
1
2
OH
01/27/2016 - Present
L.m. Kohn & Co. (CINCINNATI OH)
BC
Issued 01/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Kohn is the right advisor for you? Invested Better is here to help.
