Unclaimed
Noah Breitenstein is a registered representative at Raymond James & Associates, Inc. Noah is currently licensed in Kentucky and is based in Louisville. Noah has been in the industry since August 2024. Noah holds the Series 66 license. Noah has a strong background in the financial services industry, working with individuals, corporations and institutional clients. Noah specializes in investments, financial planning, insurance and retirement planning. Noah's firm has regulatory assets under management of $433.8 billion.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
01/14/2025 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
Active
Inactive
Not sure Noah Breitenstein is the right advisor for you? Invested Better is here to help.