Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kees? Claim Your ProfileKees Van beelen is a financial advisor with UBS Financial Services Inc. Kees has been in the financial industry since October 30, 2006. He has a Series 7, Series 66, and SIE license. Kees has been registered with UBS Financial Services Inc. since July 2012. Kees is registered in several states including New York, Pennsylvania, New Jersey, Florida, and Texas. Prior to UBS Financial Services Inc. Kees was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kees specializes in a wide range of financial services including portfolio management, financial planning, educational seminars, security ratings, and pension consulting.
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
NY
04/28/2015 - Present
UBS Financial Services Inc. (New York NY)
NY
10/30/2006 - 07/11/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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