Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lydon Kuhn is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC, working in the Charlotte, NC branch office. John has been in the industry since August 13, 2023. John is registered with the state of North Carolina as both a Broker-Dealer and Investment Advisor Representative. John has the Series 7TO, SIE and Series 66 licenses and is registered in 51 states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
09/29/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Charlotte NC)
BOTH
Issued 09/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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