Stephen Kuhn (CRD# 6796636) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ponte Vedra, FL and has 1 year of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Ponte Vedra, FL | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Jacksonville, FL | Jan 2018 - Mar 2020 | 2 |
| Sagepoint Financial | Jacksonville Beach, FL | May 2017 - Jan 2018 | < 1 |
| University Of North Florida | Jacksonville, FL | Dec 2015 - May 2017 | 1 |
| Pita Pit | Jacksonville, FL | Sep 2015 - Dec 2015 | < 1 |
| Student University Of North Florida | Jacksonville, FL | Sep 2014 - Sep 2015 | 1 |
| Publix | Ocala, FL | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- FL
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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