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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Sochovka is a financial advisor with over 10 years of experience in the financial services industry. Currently, Kevin Michael Sochovka is an Investment Advisor Representative at TCW Investment Management Co. LLC. Kevin Michael Sochovka has been registered with TCW Investment Management Co. LLC since February 2024. Kevin Michael Sochovka has previously been registered with BlackRock Investments, LLC and Natixis Distribution, L.P. Kevin Michael Sochovka is a Series 7, Series 63, and Series 65 licensed investment advisor. Kevin Michael Sochovka is licensed to conduct investment advisory business in California, Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island and Vermont. Kevin Michael Sochovka specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Portfolio management for wrap fee programs
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.
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.
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2
NJ
03/08/2024 - Present
TCW Investment Management Co. LLC (Morristown NJ)
NJ
02/22/2018 - 01/16/2024
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
MA
10/14/2013 - 01/23/2018
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
IA
Issued 05/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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