Sharon Lazier, financial advisor Aventura FL

Sharon Lazier

CRD Number: 716817
Current Firm: Ubs Financial Services Inc.

Sharon Lazier (CRD# 716817) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aventura, FL and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Aventura, FL May 2011 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1981
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Sharon P. Lazier
Phone Number: 201-352-3000
Registered State(s):
  • CA
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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