Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kuhns is a financial advisor who has been in the industry since 1997. Brian is currently registered with Andrew Garrett Inc., which is a firm with a strong focus on providing financial planning and portfolio management services to individuals and high-net-worth clients. Brian also has previous experience working with S.W. BACH & COMPANY and KIRLIN SECURITIES INC. Brian is licensed to provide investment advice in Alabama, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Massachusetts, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, South Carolina, Virginia, Washington, and West Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
11/15/2022 - Present
Andrew Garrett Inc. (NEWTOWN PA)
NJ
11/16/2005 - 03/01/2007
S.W. BACH & COMPANY (PRINCETON NJ)
NY
02/22/2001 - 12/05/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
10/17/1997 - 09/01/2001
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NY
06/13/2000 - 12/31/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
IA
Issued 01/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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