Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory John Kuhn is a financial advisor at Janney Montgomery Scott LLC, based in New Hope, Pennsylvania. Gregory has been in the financial industry since October 28, 2004. He is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). He has a wide range of experience, working with individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Gregory holds several licenses and certifications, including Series 6, 7, 9, 10, 31, 63, 65, and 66. He is also a Registered Principal.
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.
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.
Fee plus commission
1
2
PA
01/24/2024 - Present
Janney Montgomery Scott LLC (New Hope PA)
PA
09/23/2011 - 04/30/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOYLESTOWN PA)
PA
04/10/2009 - 09/26/2011
WELLS FARGO ADVISORS, LLC (DOYLESTOWN PA)
NA
10/16/1989 - 09/07/1990
BUTCHER & SINGER INC.
NA
04/12/1988 - 07/27/1989
SHEARSON LEHMAN HUTTON INC.
NA
12/16/1986 - 05/03/1988
THOMSON MCKINNON SECURITIES INC.
NA
01/08/1986 - 12/19/1986
PRUCO SECURITIES CORPORATION
BOTH
Issued 04/24/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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