Carla DoninaCRD Number: 710761
Current Firm: Ubs Financial Services Inc.
Carla Donina (CRD# 710761) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chattanooga, TN and has over 36 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Sagepoint Financial, Inc.
Cetera Advisors LLC
|Ubs Financial Services Inc.||Chattanooga, TN||Jan 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 1993|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- 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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