Hope Dogbevia (CRD# 7503669) is an Investment Advisor Representative working at Keystone Financial Services, LLC in Omaha, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keystone Financial Services, LLC | Omaha, NE | Feb 2022 - Current | 2 |
| I See It Ventures, Inc. | Ralston, NE | Jun 2011 - Current | 12 |
| Clarkson College | Omaha, NE | Dec 2017 - Feb 2022 | 4 |
| Summitsoft Corporation | Omaha, NE | Mar 2015 - Dec 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- NE
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts1,726ACCOUNTS
-
Average Account Value$95,529
- A percentage of assets under your management
- 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
CA, CO, FL, GA, IA, KS, LA, NE, TX
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