Unclaimed
William Frederick Kussin is a registered representative with Touchstone Advisors Inc. William has been in the financial services industry since August 15, 2011 and holds the Series 66, Series 7 and SIE licenses. William has previously worked at Columbia Management Investment Distributors, Inc. and has been employed at Touchstone Advisors Inc. since July 26, 2019.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/26/2019 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
MA
08/08/2011 - 07/17/2019
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 10/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Kussin is the right advisor for you? Invested Better is here to help.