Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Kuhtenia is a registered representative of Avantax Advisory Services with over 7 years of experience in the financial services industry. Michelle is a dedicated financial professional who is committed to helping her clients achieve their financial goals. She holds Series 6, 7, 63, and 65 licenses. Michelle is a registered investment advisor and is licensed in Ohio, Florida and Texas. Michelle specializes in providing financial planning services, pension consulting, and portfolio management for individuals and businesses. Michelle is also a Board Member of the Sunbury Big Walnut Area Chamber of Commerce and a Board member of the United Pentecostal Foundation.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
11/25/2016 - Present
Avantax Advisory Services (Galena OH)
IA
Issued 11/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Kuhtenia is the right advisor for you? Invested Better is here to help.
