Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Irving Kuhs is a registered investment advisor representative with Kingswood Wealth Advisors, LLC. Donald Kuhs has been in the industry since 1981. Donald Kuhs has Series 7, Series 24, Series 52TO, Series 53, and Series 63 licenses. Donald Kuhs has experience at Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. The firm specializes in portfolio management for individuals and businesses, financial planning, selection of other advisors, and pension consulting.
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.
Hourly consulting
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.
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2
CA
12/08/2021 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
TX
11/19/1989 - 12/03/2021
ROYAL ALLIANCE ASSOCIATES, INC. (AUSTIN TX)
NA
03/23/1981 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 03/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/11/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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