Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cees-jan? Claim Your ProfileCees-jan van hoek has been a financial professional since 1986. He is currently a registered representative at UBS Financial Services Inc., a firm with more than $50 billion in assets under management. Cees-jan has a strong background in the industry, having previously worked at Credit Suisse Securities (USA) LLC, Credit Suisse Private Advisors, Credit Suisse First Boston LLC, AIMCO Securities Company, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cees-jan holds a variety of licenses and certifications, including Series 7, 8, 9, 10, 15, 66 and SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
01/05/2016 - Present
UBS Financial Services Inc. (WEST PALM BEACH FL)
FL
11/15/2006 - 01/28/2016
CREDIT SUISSE SECURITIES (USA) LLC (WEST PALM BEACH FL)
FL
11/09/2005 - 11/01/2006
CREDIT SUISSE PRIVATE ADVISORS (MIAMI FL)
NY
04/14/1993 - 04/04/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NA
09/06/1991 - 12/01/1992
AIMCO SECURITIES COMPANY, INC.
NY
01/25/1984 - 09/19/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/18/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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