Kevin Yeiser (CRD# 7372301) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Georgetown, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Georgetown, TX | Nov 2020 - Current | 3 |
| Unemployed | Round Rock, TX | Jul 2020 - Oct 2020 | < 1 |
| National Collegiate Athletic Association | Round Rock, TX | Oct 2016 - Jul 2020 | 3 |
| Texas A&m University - Corps | Corpus Christi, TX | Sep 2017 - Dec 2019 | 2 |
| Ohio University | Athens, OH | Aug 2017 - May 2019 | 1 |
| National Basketball Associstion | Memphis, TN | Dec 2006 - Aug 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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