Stephanie Kopp MeeksCRD Number: 5611973
Current Firm: Ubs Financial Services Inc.
Stephanie Kopp Meeks (CRD# 5611973) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Austin, TX and has over 9 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Ubs Financial Services Inc.||Austin, TX||May 2010 - Current||7|
|Jpmorgan Chase Bank Na||Tulsa, OK||Oct 2008 - May 2010||1|
|Chase Investment Services Corp.||Austin, TX||Oct 2008 - May 2010||1|
|Self||Tulsa, OK||Jul 2008 - Oct 2008||< 1|
|Regions Morgan Keegan Trust||Dallas, TX||Aug 2005 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV