Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Kuehn is an Investment Advisor Representative at Bill Few Associates, Inc.. Zachary has been in the industry for 5 years and is registered with the state of Pennsylvania. Zachary has Series 63 and Series 65 licenses and has passed the SIE and Series 7 exams. Zachary previously worked at J.P. Morgan Securities LLC. Bill Few Associates, Inc. is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals, businesses, and pension and profit-sharing plans.
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.
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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PA
04/17/2024 - Present
Bill FEW Associates, Inc. (PITTSBURGH PA)
PA
08/15/2017 - 02/02/2022
J.P. MORGAN SECURITIES LLC (Pittsburgh PA)
IA
Issued 04/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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