Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garry? Claim Your ProfileGarry Phillip Kohn is a financial advisor with L.m. Kohn & Co. Garry has been in the financial services industry since October 7, 1997. Garry is a Certified Financial Planner® and is registered with FINRA and the state of Ohio. Garry has a broad range of experience providing investment advice and financial planning services to individuals, corporations, businesses, and retirement plans. Garry is registered to conduct business in 25 states and provides services through the firm's office in Cincinnati, Ohio.
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.
Flat commission/execution fee
1
2
OH
10/29/1999 - Present
L.m. Kohn & Co. (WEST CHESTER OH)
IA
Issued 08/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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