Eric Kessler (CRD# 7331348) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 2 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Directors Financial | Henderson, NV | May 2021 - Current | 2 |
| Gwn Securities, Inc. | Palm Beach Gardens, FL | Feb 2021 - Current | 2 |
| Proud Moments Aba | Las Vegas, NV | Oct 2020 - Current | 3 |
| Nevada State College | Henderdon, NV | Apr 2018 - Current | 5 |
| The Lovaas Center | Las Vegas, NV | Nov 2014 - Dec 2020 | 6 |
| Justin Hope Foundation | Reno, NV | May 2016 - Jul 2017 | 1 |
| Washoe County School District | Reno, NV | Aug 2009 - Jul 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2020 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NV
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Total Assets Under Management2,839MILLIONS
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Total Number of Accounts58,177ACCOUNTS
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Average Account Value$48,798
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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