Antonio Desano, financial advisor Birmingham MI
93 score

Antonio Desano

CRD Number: 5910283
Current Firm: Ubs Financial Services Inc.

Antonio Desano (CRD# 5910283) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Birmingham, MI Apr 2014 - Current 2
J.p. Morgan Securities LLC Fenton, MI Oct 2012 - Apr 2014 1
Jp Morgan Chase Na Flushing, MI Aug 2010 - Apr 2014 3
Chase Investment Services Corp Flushing, MI Apr 2011 - Oct 2012 1
Wells Fargo, Financial Sterling Heights, MI Jun 2010 - Aug 2010 < 1
Northwood University Midland, MI Dec 2006 - May 2010 3
Trenton H Igh School Trenton, MI Aug 2000 - Dec 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Antonio A. Desano
Phone Number: 201-352-3000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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