Yevgeniy KatkovskyCRD Number: 6533667
Current Firm: Ubs Financial Services Inc.
Yevgeniy Katkovsky (CRD# 6533667) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 6 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Wedbush Securities Inc.
|Ubs Financial Services Inc.||Beverly Hills, CA||Apr 2018 - Current||3|
|Bank Of America, N.a.||Chandler, AZ||Nov 2017 - Apr 2018||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Jun 2015 - Apr 2018||2|
|University Of Arizona||Tucson, AZ||Aug 2011 - Jun 2015||3|
|Equinox Securities||Los Angeles, CA||May 2014 - Aug 2014||< 1|
|Alfavito Hotel||Kiev,||Jul 2013 - Aug 2013||< 1|
|Apartment Rental Assistance Inc Ii||Los Angeles, CA||May 2013 - Jul 2013||< 1|
|Padilla And Associates||Los Angeles, CA||May 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
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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