Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kuhn is a registered Investment Advisor Representative (IAR) with Advisory Services Network, LLC, based in Atlanta, GA. Thomas is a seasoned financial professional with over 15 years of experience in the industry. He is a registered representative of the firm and holds FINRA Series 63, Series 7 and Series 65 securities licenses as well as the SIE. Thomas Kuhn works with a broad spectrum of clients, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. His areas of expertise include financial planning, portfolio management for individuals, and the selection of other advisors. Previously, Thomas was a Registered Representative with Raymond James & Associates, Inc. and Vanguard Marketing Corporation.
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.
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GA
05/29/2021 - Present
Advisory Services Network (ATLANTA GA)
NY
02/05/2015 - 08/01/2016
RAYMOND JAMES & ASSOCIATES, INC. (WOODBURY NY)
PA
01/08/2007 - 03/01/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
NJ
08/25/2006 - 12/05/2006
HENNION & WALSH, INC. (PARSIPPANY NJ)
IA
Issued 03/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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