Michael O. Kokesh
Professional summary
Michael O. Kokesh, who also goes by Michael Ole Kokesh, Michael Kokesh, is a registered financial advisor currently at MONETARY MANAGEMENT CORPORATION located in San Francisco, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael O. Kokesh's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 30, 2019 - Present
MONETARY MANAGEMENT CORPORATION
Office #1: 530 Bush Street Suite 802, San Francisco, CA 94108January 5, 2015 - June 1, 2019
WESTERN INTERNATIONAL SECURITIES, INC.
December 23, 2013 - December 31, 2013
GBS FINANCIAL CORP.
December 23, 2013 - February 11, 2014
GBS FINANCIAL CORP.
November 18, 2013 - June 1, 2019
WESTERN INTERNATIONAL SECURITIES, INC.
February 25, 2011 - December 13, 2013
GBS FINANCIAL CORP.
January 5, 2011 - December 13, 2013
GBS FINANCIAL CORP.
August 8, 2008 - April 14, 2009
MORGAN STANLEY & CO. LLC
June 27, 2008 - April 14, 2009
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/30/2019)
Exams
Current Firm
MONETARY MANAGEMENT CORPORATION
CRD#: 131584 / SEC#: 801-68017
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 22,555,125 |
Red Flags
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