Raquel Shoshani (CRD# 6597454) is an Investment Advisor Representative working at Kawa Capital Management, Inc. in Hallandale Beach, FL and has over 5 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Kawa Capital Management, Inc. | Aventura, FL | Mar 2021 - Current | 3 |
Kawa Securities LLC | Aventura, FL | Aug 2021 - Jan 2022 | < 1 |
Jpmorgan Securities, LLC | Miami, FL | Jun 2018 - Feb 2021 | 2 |
Unemployed | Los Angeles, CA | Jan 2018 - Jun 2018 | < 1 |
Charter Asset Management | Los Angeles, CA | Sep 2017 - Dec 2017 | < 1 |
Sotheby's | New York, NY | Jun 2017 - Aug 2017 | < 1 |
Charter Asset Management | Los Angeles, CA | Mar 2017 - Jun 2017 | < 1 |
Unemployed | Los Angeles, CA | Dec 2016 - Mar 2017 | < 1 |
Morgan Stanley Wealth Management | Beverly Hills, CA | Jan 2016 - Nov 2016 | < 1 |
Unemployed | San Diego, CA | Jan 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2018 |
S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- FL
-
Total Assets Under Management2,861MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$47,675,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, FL, NY
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