Elizabeth AndersonCRD Number: 6926555
Current Firm: Ubs Financial Services Inc.
Elizabeth Anderson (CRD# 6926555) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baltimore, MD and has over 2 years of experience in the finance industry.
Private Fund Advisors, Inc.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Ubs Financial Services||Baltimore, MD||Mar 2018 - Current||3|
|Beachwood, Inc.||Showell, MD||Nov 2016 - Jan 2018||1|
|Fish Tales||Ocean City, MD||Aug 2016 - Oct 2017||1|
|Nordstrom||Arlington, VA||Jun 2016 - Aug 2016||< 1|
|University Of Maryland||College Park, MD||Aug 2012 - Jun 2016||3|
|Sunset Grill||Ocean City, MD||Jun 2015 - Aug 2015||< 1|
|Davinci's||Ocean City, MD||Jun 2012 - Aug 2014||2|
|Stephen Decatur High School||Berlin, MD||Aug 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
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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