Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kuhn is a registered Investment Advisor Representative with Oppenheimer & Co. Inc. William has been in the financial services industry since 1977 and has experience in various roles. William is registered in Illinois and Michigan. He is also registered as a Broker in several other states including California, Florida, Illinois, Louisiana, Michigan, New York, South Carolina, and Tennessee. William has passed the Series 7, Series 63, Series 65, and SIE exams. William has worked for several firms including Prudential Securities Incorporated, Thomson McKinnon Securities Inc., and Manley, Bennett, McDonald & Co. William's current office is located in Birmingham, Michigan.
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.
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.
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.
1
2
MI
12/16/2015 - Present
Oppenheimer & Co. Inc. (BIRMINGHAM MI)
NY
09/15/1989 - 04/07/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/17/1984 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
04/21/1977 - 07/17/1984
MANLEY, BENNETT, MCDONALD & CO
IA
Issued 12/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1977
PC - AMEX Put and Call Exam
BC
Issued 04/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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