Amit Josef, financial advisor Century City CA
88 score

Amit Josef

CRD Number: 6243613
Current Firm: Ubs Financial Services Inc.

Amit Josef (CRD# 6243613) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Century City, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Century City, CA Jul 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village, CA Aug 2013 - Apr 2014 < 1
Mass Mutual Agoura Hills, CA Jun 2013 - Aug 2013 < 1
Cal State University Northridge Northridge, CA Jan 2013 - Jun 2013 < 1
101 Auto Funding Woodland Hills, CA Dec 2011 - Jan 2013 1
Sweet Alley Goleta, CA Sep 2010 - Dec 2011 1
Santa Barbara City College Santa Barbara, CA Feb 2010 - Sep 2010 < 1
Winners Pizza Agoura Hills, CA Sep 2009 - Feb 2010 < 1
Agoura High School Agoura Hills, CA Sep 2005 - Sep 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Amit Josef
Phone Number: 201-352-3000
Registered State(s):
  • CA
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
88
Clean Record
This advisor has a clean track record with regulators.

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