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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kuhn is a financial advisor with Bleakley Financial Group, LLC. Stephen has over 20 years of experience in the financial services industry. Stephen is a registered representative and investment advisor representative. Stephen holds Series 6, 7, 63, and 65 licenses. Stephen specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Stephen is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Non-investment consulting/implementation services
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
PA
06/30/2022 - Present
Bleakley Financial Group, LLC (Mechanicsburg PA)
NJ
02/26/2015 - 12/13/2017
LPL FINANCIAL LLC (FAIRFIELD NJ)
NJ
05/15/2003 - 03/04/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MORRISTOWN NJ)
TN
07/11/2000 - 10/04/2002
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
WI
10/19/1999 - 03/24/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
08/20/1999 - 03/24/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 09/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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