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AK

Andrew J. Kuhn

KEYSTONE GLOBAL
Jericho, NY 11753
Some features on this profile are disabled
CRD#: 7630051
AK

Professional summary

Andrew Joseph Kuhn, who also goes by Andrew Kuhn, is a registered financial professional currently at KEYSTONE GLOBAL located in Jericho, New York.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2023. Andrew has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Andrew Kuhn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Andrew Joseph Kuhn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 18, 2023 - Present

KEYSTONE GLOBAL

Office #1: 390 North Broadway 3rd Floor, Jericho, NY 11753
BD
CRD#: 159341
Jericho, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(6/8/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 6/8/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/18/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/2/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

KG
KEYSTONE GLOBAL
KEYSTONE GLOBAL | STAR AMERICA CAPITAL ADVISORS, LLC | KSG ADVISORS, LLC

CRD#: 159341 / SEC#: , 8-68979

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information

Main Address
390 North Broadway 3rd Floor, Jericho, NY 11753
Mailing Address
390 North Broadway 3rd Floor, Jericho, NY 11753
Phone number
(516) 882-1552
Established
New York since 09/23/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
KEYSTONE GLOBAL HOLDINGS, LLCOWNER
JOHNSTON, MARA JEANCEO6727285
NEELY, KIMBERLY BETHFINOP2045019
STANTON, KIMBERLY MARIECCO6574919

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KEYSTONE GLOBAL

CRD#: 159341Jericho, NY 11753

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