Diane FehrenbachCRD Number: 1582825
Current Firm: Ubs Financial Services Inc.
Diane Fehrenbach (CRD# 1582825) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Ubs Financial Services Inc.||Cincinnati, OH||Nov 2013 - Current||8|
|Ubs Financial Services Inc.||Cincinnati, OH||Feb 2007 - Nov 2013||6|
|Mcdonald Investments Inc.||Cincinnati, OH||Jan 1997 - Nov 2013||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1996|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- 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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