Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew Kahl has been in the financial services industry since August 1990. Brian is currently registered as a Registered Representative and Investment Adviser Representative with Newedge Advisors. Brian has experience working at a number of financial institutions including Prudential Securities Incorporated, First Union Securities, Inc. and Invesmart Securities, LLC. Brian is a Series 7, 6, 63 and 65 licensed professional. Brian holds a current Series 79TO license, as well. Brian also serves as President/Advisor for The Kahl Group, LLC.
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.
1
2
OH
11/05/2021 - Present
Newedge Advisors (Westlake OH)
PA
07/08/2002 - 12/14/2005
INVESMART SECURITIES, LLC (PITTSBURGH PA)
PA
10/08/1999 - 03/15/2002
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
MO
05/08/1996 - 11/17/1999
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
04/04/1995 - 03/13/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/23/1990 - 04/05/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/23/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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