As a Financial Advisor, understanding client needs and goals is essential. This is achieved through a thorough approach to identifying investor suitability per their current situation and taking into account experiences, perceptions and emotions related to the financial markets. Through strong institutional research and a dedicated team, I proactively communicate investment decisions in order to grow, preserve and transfer wealth. Sound, client-centric investment management is achieved by combining 15 years of fundamental and technical analysis to match strategies with market conditions. Licenses include Series 3, 7, 63, 65 and Health and Life Insurance.
BRIAN KAHN is currently teaching:
|Investments 101, Discovering Your Investment Choices||Spring||3/14/18||Lifelong Learning|
BRIAN KAHN has previously taught: