Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Kuehl is a financial professional with over 30 years of experience in the industry. Karl is currently registered with W&S Brokerage Services, Inc., and has been with the firm since July 7, 2022. Prior to joining W&S Brokerage Services, Karl worked with Ohio National Equities, Inc., Nationwide Investment Services Corporation, Nationwide Advisory Services, Inc., and Olde Discount Corporation. Karl holds Series 4, 7, 8, 26, 63, 66, and SIE licenses and is registered in Ohio. Karl's specializations include financial planning 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.
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.
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2
OH
07/07/2022 - Present
W&S Brokerage Services, Inc. (LIMA OH)
OH
07/10/2012 - 11/08/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
OH
10/08/2003 - 06/26/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
07/01/1996 - 04/04/2003
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
01/07/1991 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
MI
09/25/1984 - 11/05/1990
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 07/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/19/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/26/1985
Series 4 - Registered Options Principal Examination
BC
Issued 07/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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