Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Kuha is an investment advisor representative at J. Benjamin Financial, LLC, a firm located in Mount Pleasant, SC. Jan is a registered investment advisor in South Carolina and Pennsylvania. Jan specializes in Financial Planning, Pension Consulting and Portfolio Management for Individuals. Jan has been in the financial services industry since August 2011 and has 11 years of experience. Jan also has a small interest in JHJ Wellness, a nutrition and supplement store in Charlestown, SC.
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.
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.
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SC
07/01/2016 - Present
J. Benjamin Financial, LLC (MOUNT PLEASANT SC)
SC
08/25/2011 - 07/06/2016
EDWARD JONES (NORTH CHARLESTON SC)
BOTH
Issued 09/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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