Daniel KesslerCRD Number: 6949073
Current Firm: Ubs Financial Services Inc.
Daniel Kessler (CRD# 6949073) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Ubs Financial Services Inc.||Weehawken, NJ||Aug 2019 - Current||3|
|Unemployed||Groton, MA||Aug 2018 - Jul 2019||< 1|
|Ubs Ag||Weehawken, NJ||Jun 2018 - Aug 2018||< 1|
|Unemployed||Groton, MA||Aug 2017 - Jun 2018||< 1|
|Jp Morgan Chase & Company||Jersey City, NJ||Jun 2017 - Aug 2017||< 1|
|Unemployed||Groton, MA||Jan 2017 - Jun 2017||< 1|
|Dunkin Donuts||Groton, MA||Jun 2014 - Jan 2017||2|
|New England Fertilizer Company||Quincy, MA||May 2016 - Jul 2016||< 1|
|Unemployed||Groton, MA||Aug 2013 - Jun 2014||< 1|
|Doc Davis Ice Cream||Pepperell, MA||Jun 2013 - Aug 2013||< 1|
|Unemployed||Groton, MA||Jul 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- 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
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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