Caity Kuhnen, CFP ®

Registered Representative at Visions Investment Services
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Binghamton

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Aug, 2022
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Registered Representative
      • Aug 2020 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • 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.

    • United States
    • Banking
    • 700 & Above Employee
    • Professional development associate
      • Oct 2017 - Nov 2017

  • KW Fitness
    • Vestal, New York
    • Client Care Specialist
      • Sep 2017 - Oct 2017

  • Chestnut Hill Women's Basketball
    • Lafayette Hill, Philadelphia PA
    • Student Athlete
      • Aug 2015 - May 2017

    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 700 & Above Employee
    • Co Op
      • Jun 2016 - Aug 2016

      Co Op in Corporate Procurement for the summer of 2016. Co Op in Corporate Procurement for the summer of 2016.

Education

  • Chestnut Hill College
    Bachelor’s Degree, Business Administration and Management, General
    2015 - 2017
  • Broome Community College
    Associate’s Degree, Independent Studies in the Sciences
    2014 - 2015

Community

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