Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory John Kuhn is a financial advisor who has been working in the industry since April 1997. Rory is currently a registered representative with Avantax Advisory Services in Johnstown, Pennsylvania. Rory has extensive experience in the financial services industry, with previous positions at CETERA ADVISOR NETWORKS LLC, Mutual of Omaha Investor Services, Inc., LPL Financial LLC, Fifth Third Securities, Inc., and several other firms. Rory is a Certified Financial Planner.
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
PA
01/14/2022 - Present
Avantax Advisory Services (Johnstown PA)
PA
06/16/2021 - 01/13/2022
CETERA ADVISOR NETWORKS LLC (JOHNSTOWN PA)
PA
10/16/2018 - 03/10/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (PITTSBURGH PA)
PA
11/21/2014 - 10/10/2017
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
10/31/2013 - 12/08/2014
FIFTH THIRD SECURITIES, INC. (PITTSBURGH PA)
SC
08/30/2012 - 09/18/2013
LPL FINANCIAL LLC (FORT MILL SC)
PA
05/28/2010 - 08/01/2012
ESSEX NATIONAL SECURITIES, INC. (ALLISON PARK PA)
PA
03/11/2010 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (ALLISON PARK PA)
PA
08/27/2007 - 02/23/2010
PNC INVESTMENTS (PITTSBURGH PA)
PA
09/21/1999 - 05/22/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)
TX
02/13/1997 - 07/16/1999
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
MN
01/13/1995 - 09/19/1995
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
MN
03/12/1992 - 07/21/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/12/1992 - 07/21/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/13/1987 - 03/31/1988
WADDELL & REED, INC.
NA
04/18/1987 - 04/23/1987
ASPEN CAPITAL GROUP, INCORPORATED
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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