Eric Daniel Kessler

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2017
  Full-Time Education
  Danville, KY
• 07/2017 → 08/2017
  Professional Golfers' Association Of America
  Charlotte, NC
• 08/2017 → 12/2017
  Lightspeed Vision
  Shanghai
• 12/2017 → 06/2018
  Full-Time Education
  Danville, KY
• 06/2018 → 08/2018
  Fnb Investment Services
  Danville, KY
• 08/2018 → 02/2019
  Full-Time Education
  Danville, KY
• 02/2019 → 08/2019
  Ubs Financial Services
  Louisville, KY
• 08/2019 → 10/2019
  Full-Time Education
  Danville, KY
• 10/2019 → 02/2020
  Ubs Financial Services
  Lexington, KY
• 02/2020 → 05/2020
  Full-Time Education
  Danville, KY
• 05/2020 → 07/2020
  Northwestern Mutual
  New York, NY
• 07/2020 → Present
  Ubs Financial Services
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-09-11