Joseph ReihingCRD Number: 6657372
Current Firm: Ubs Financial Services Inc.
Joseph Reihing (CRD# 6657372) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 4 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Ubs Financial Services||Atlanta, GA||Jun 2018 - Current||3|
|Ubs Financial Services||Atlanta, GA||Jun 2016 - Jun 2018||2|
|Education||Johns Creek, GA||Aug 2007 - May 2018||10|
|Egg Harbor Cafe||Johns Creek, GA||Dec 2012 - May 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2017|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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