Unclaimed
Kevin Hoegler is a financial advisor with Blackrock Investment Management, LLC. Kevin has been in the industry since September 2017 and is registered with FINRA and the states of New Jersey and New York. Kevin has a Series 7, Series 63, Series 65 and SIE license. Kevin has been actively involved in the investment management industry for over five years and has worked for reputable firms like Prudential Investment Management Services LLC, PRUCO Securities, LLC, and JPMorgan Securities LLC. Kevin is a board member of the National MS Society NJ Metro Chapter, where Kevin is involved in fundraising, advocacy, research, and supporting those living with Multiple Sclerosis. Kevin is a content creator for YouTube, where Kevin makes videos on training for ultra marathons, running shoes, and dieting for running.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/17/2025 - Present
Blackrock Investment Management, LLC (New York NY)
NJ
09/02/2021 - 04/14/2022
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
08/29/2018 - 09/10/2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
08/15/2017 - 08/03/2018
J.P. MORGAN SECURITIES LLC (SUMMIT NJ)
IA
Issued 09/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Hoegler is the right advisor for you? Invested Better is here to help.