Caity Kuhnen, CFP ®
Registered Representative at Visions Investment Services- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Binghamton
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Credentials
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Certified Financial Planner (CFP)
CFP BoardAug, 2022- Nov, 2024
Experience
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Visions Investment Services
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United States
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Investment Management
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1 - 100 Employee
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Registered Representative
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Aug 2020 - Present
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Dec 2017 - Aug 2020
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC.
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NBT Bank
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United States
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Banking
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700 & Above Employee
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Professional development associate
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Oct 2017 - Nov 2017
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KW Fitness
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Vestal, New York
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Client Care Specialist
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Sep 2017 - Oct 2017
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Chestnut Hill Women's Basketball
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Lafayette Hill, Philadelphia PA
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Student Athlete
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Aug 2015 - May 2017
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The Raymond Corporation
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United States
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Transportation, Logistics, Supply Chain and Storage
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700 & Above Employee
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Co Op
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Jun 2016 - Aug 2016
Co Op in Corporate Procurement for the summer of 2016. Co Op in Corporate Procurement for the summer of 2016.
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Education
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Chestnut Hill College
Bachelor’s Degree, Business Administration and Management, General -
Broome Community College
Associate’s Degree, Independent Studies in the Sciences
Community
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