Charles GadzialaCRD Number: 216285
Current Firm: Ubs Financial Services Inc.
Charles Gadziala (CRD# 216285) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baltimore, MD and has over 37 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Ubs Financial Services Inc.||Baltimore, MD||Jul 1970 - Current||52|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
|S66||NASAA Uniform Combined State Law Examination||Aug 2000|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- 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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