Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pace? Claim Your ProfilePace Roy Kessenich is an investment advisor representative with Brightside Partners. Pace has been in the industry since August 2005. Pace holds Series 7 and Series 66 licenses. Prior to joining Brightside Partners, Pace was employed by UBS Financial Services Inc. Brightside Partners is a Registered Investment Advisor located in Baltimore, MD. The firm provides investment advice and financial planning services to individuals and high-net-worth individuals. Brightside Partners has approximately $853,105,653 in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
A percentage of assets advised on
1
2
MD
11/12/2019 - Present
Brightside Partners (Baltimore MD)
MD
08/03/2005 - 05/25/2007
UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Pace Kessenich is the right advisor for you? Invested Better is here to help.
