Terence Tachang (CRD# 7328327) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Boston, MA | Jan 2021 - Current | 2 |
| Citizens Bank Na | Boston, MA | Feb 2020 - Jan 2021 | < 1 |
| Hult International Business School | Boston, MA | Oct 2018 - Feb 2020 | 1 |
| Afriland First Bank | Yaounde, | Jul 2017 - Oct 2018 | 1 |
| Suny Canton | Canton, NY | Aug 2016 - May 2017 | < 1 |
| Pkfokam Institute Of Excellence | Yaounde, | Sep 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- CT
- NY
-
Total Assets Under Management600,809MILLIONS
-
Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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