Molly Ellis, financial advisor Cincinnati OH

Molly Ellis

CRD Number: 6524886
Current Firm: Ubs Financial Services Inc.

Molly Ellis (CRD# 6524886) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Chicago, IL Jun 2018 - Current 3
Miami University Oxford, OH Aug 2014 - Jun 2018 3
Ubs Financial Services Inc. Cincinnati, OH Jun 2017 - Aug 2017 < 1
Ubs Financial Services Inc. Cincinnati, OH Jun 2016 - Aug 2016 < 1
Ubs Financial Services Inc. Cincinnati, OH Jun 2015 - Aug 2015 < 1
Seven Hills High School Cincinnati, OH Aug 2000 - Aug 2014 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Molly J. Ellis
Phone Number: 201-352-3000
Registered State(s):
  • IL
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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