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Stephen Alan Kuhs is a financial advisor located in NASHVILLE, TN with over 10 years of experience in the industry. Stephen is currently registered with &partners. Stephen Alan Kuhs holds several licenses including Series 7, Series 24, Series 99 and the SIE exam. Stephen Alan Kuhs specializes in several areas including portfolio management for businesses, portfolio management for individuals and financial planning.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
11/02/2023 - Present
&partners (NASHVILLE TN)
VA
02/17/2021 - 08/14/2023
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
02/18/2021 - 06/30/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/13/2012 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BC
Issued 06/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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