Jake AbrahamCRD Number: 6816729
Current Firm: Ubs Financial Services Inc.
Jake Abraham (CRD# 6816729) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|Ubs Financial Services||Charlotte, NC||Dec 2017 - Current||3|
|Ubs Financial Services||Atlanta, GA||Jul 2017 - Dec 2017||< 1|
|247 Sports||Statesboro, GA||Jan 2017 - Dec 2017||< 1|
|Georgia Southern University||Statesboro, GA||Jun 2012 - Dec 2017||5|
|South Forsyth High School||Cumming, GA||Aug 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
Total Assets Under Management591,361MILLIONS
Total Number of Accounts975,301ACCOUNTS
Average Account Value$606,337
- 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
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