Tyner Haag, financial advisor Cleveland OH

Tyner Haag

CRD Number: 6955521
Current Firm: Ubs Financial Services Inc.

Tyner Haag (CRD# 6955521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cleveland, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Cleveland, OH Sep 2019 - Current 4
N/a Silver Lake, OH Jun 2019 - Aug 2019 < 1
University Of Dayton Dayton, OH Aug 2018 - May 2019 < 1
Ubs Financial Services Cleveland, OH Jun 2018 - Aug 2018 < 1
The University Of Dayton Dayton, OH Sep 2017 - Apr 2018 < 1
Kyocera-sgs Precision Tools Munroe Falls, OH May 2017 - Aug 2017 < 1
University Of Dayton Dayton, OH Sep 2016 - Apr 2017 < 1
Kyocera-sgs Precision Tools Munroe Falls, OH May 2016 - Aug 2016 < 1
University Of Dayton Dayton, OH Sep 2015 - Apr 2016 < 1
Kyocera-sgs Precision Tools Munroe Falls, OH May 2015 - Aug 2015 < 1
Walsh Jesuit High School Cuyahoga Falls, OH Sep 2014 - Apr 2015 < 1
Kyocera-sgs Precision Tools Munroe Falls, OH May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Tyner M. Haag
Phone Number: 201-352-3000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
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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