Kevin RohnerCRD Number: 7008615
Current Firm: Ubs Financial Services Inc.
Kevin Rohner (CRD# 7008615) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Ubs Financial Services Inc.||Charlotte, NC||Dec 2019 - Current||3|
|The Vanguard Group, Inc.||Charlotte, NC||Sep 2018 - Nov 2019||1|
|Raycom Media||Columbia, SC||Jan 2018 - Aug 2018||< 1|
|University Of South Carolina||Columbia, SC||Aug 2014 - May 2018||3|
|Glory Days Grill||Ellicott City, MD||May 2017 - Aug 2017||< 1|
|Turf Valley Resort||Ellicott City, MD||May 2017 - Aug 2017||< 1|
|Howard County Youth Program||Ellicott City, MD||Mar 2009 - Jul 2017||8|
|Pinnacle Advisory Group||Columbia, MD||May 2015 - Aug 2016||1|
|River Hill High School||Clarksville, MD||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2018|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- 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
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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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