Brian Breitenstein (CRD# 7501976) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 6626957
Prudential Financial Planning Services
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services, Inc. | Cincinnati, OH | Feb 2022 - Current | 1 |
| First Financial Bank | Cincinnati, OH | Nov 2019 - Feb 2022 | 2 |
| Wesbanco | Newport, KY | Aug 2018 - Nov 2019 | 1 |
| United Bank & Capital Trust | Newport, KY | Mar 2017 - Aug 2018 | 1 |
| Citizens Bank Of Northern Kentucky | Highland Heights, KY | Aug 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- OH
-
Total Assets Under Management600,809MILLIONS
-
Total Number of Accounts1,077,471ACCOUNTS
-
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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