Eva Gouseinov (CRD# 7650296) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Svb Wealth LLC | San Francisco, CA | Sep 2022 - Current | 1 |
| Marsh Mclennan Agency | Troy, MI | Oct 2021 - Aug 2022 | < 1 |
| Kapnick Insurance Group | Troy, MI | May 2021 - Oct 2021 | < 1 |
| Wayne State University | Detroit, MI | Aug 2018 - Apr 2021 | 2 |
| Oakland University | Rochester Hills, MI | Aug 2017 - May 2018 | < 1 |
| Walled Lake Northern High School | Commerce Township, MI | Oct 2014 - Jun 2017 | 2 |
| Northville High School | Northville, MI | Sep 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CA
-
Total Assets Under Management6,630MILLIONS
-
Total Number of Accounts4,835ACCOUNTS
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Average Account Value$1,371,286
- 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
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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