Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Kuhn is a registered investment advisor representative with Osaic Institutions, Inc. Janice has been in the securities industry since 1998. She has a Series 7, Series 31, Series 63, Series 65, and Series 66 licenses. Janice specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
VA
06/14/2011 - Present
Osaic Institutions, Inc. (WINCHESTER VA)
VA
07/20/2005 - 06/20/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WINCHESTER VA)
MA
05/30/2002 - 07/18/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/30/2002 - 07/18/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/05/1998 - 05/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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