Kevin GoesseleCRD Number: 7048484
Current Firm: Ubs Financial Services Inc.
Kevin Goessele (CRD# 7048484) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Coralgables, FL and has over 3 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Ubs Financial Service,s Inc.||Weehawken, NJ||Dec 2018 - Current||4|
|Unemployed||Miami, FL||Aug 2018 - Dec 2018||< 1|
|Drrt||Miami, FL||Aug 2017 - Aug 2018||1|
|Drrt||Miami, FL||Aug 2015 - Aug 2017||2|
|University Of Central Florida||Orlando, FL||Aug 2013 - Aug 2015||2|
|Victoria Secrets||Orlando, FL||May 2012 - Aug 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
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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