Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Kuhn is a financial advisor with over 10 years of experience in the financial services industry. Brandon has a Series 7 and Series 63 licenses and is also a Certified Financial Planner. Brandon is currently registered with MML Investors Services, LLC. Previously, Brandon worked for MSI Financial Services, Inc., New England Securities and MetLife Securities Inc. Brandon has experience providing financial planning, asset allocation programs, and portfolio management for individuals and businesses.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
10/20/2017 - Present
MML Investors Services, LLC (ST. AUGUSTINE FL)
FL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
FL
09/23/2014 - 01/02/2015
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
FL
07/07/2014 - 09/29/2014
METLIFE SECURITIES INC. (JACKSONVILLE FL)
NC
07/08/2013 - 07/02/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 09/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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