Unclaimed
Scott Kuharski is an investment advisor representative at GWN Securities Inc. Scott has been a registered representative in the securities industry since 1998 and has a broad range of experience in the financial services industry. Scott specializes in providing financial advice to individuals and businesses, including investment management, financial planning, and market timing services. He is committed to helping clients achieve their financial goals through personalized and comprehensive financial advice. Scott is registered to provide investment advisory services in Texas and holds a Series 6, Series 63, and Series 65 license. Scott is also a licensed life and fixed annuity sales agent.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
TX
01/20/2005 - Present
GWN Securities Inc. (AUSTIN TX)
IL
07/19/2000 - 01/14/2005
PMG SECURITIES CORPORATION (ELGIN IL)
TX
07/16/1999 - 05/23/2000
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
FL
01/23/1998 - 07/27/1999
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 09/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Kuharski is the right advisor for you? Invested Better is here to help.