Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory Dean Kuhn is a financial advisor with Osaic Wealth, Inc., where he has worked since November 2018. Rory has been working in the financial services industry since August 1991, and holds a Series 6, 7, 63, and 66 license. Rory offers a variety of services to individuals, businesses, and retirement plans, including financial planning, portfolio management, and pension consulting. Rory has worked for other firms in the past, including Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Rory works out of the Nashville office.
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.
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
TN
11/02/2018 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
KS
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (BONNER SPRINGS KS)
KS
12/06/2000 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (BONNER SPRINGS KS)
MA
08/20/1991 - 12/19/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/20/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MO
07/23/1990 - 07/31/1990
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 01/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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