Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Kuhn is a financial advisor associated with LPL Financial LLC. He is located in Jefferson City, MO and has been in the financial industry since May 31, 2000. Bryan has held previous roles with INVEST FINANCIAL CORPORATION, PFIC SECURITIES CORPORATION and FISERV INVESTOR SERVICES, INC.. Bryan holds the Series 63, Series 7, and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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
MO
02/14/2018 - Present
LPL Financial LLC (JEFFERSON CITY MO)
MO
04/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (JEFFERSON CITY MO)
MO
09/21/2005 - 04/30/2007
PFIC SECURITIES CORPORATION (JEFFERSON CITY MO)
TX
05/31/2000 - 09/21/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BC
Issued 01/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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