David DesaulniersCRD Number: 6539041
Current Firm: Ubs Financial Services Inc.
David Desaulniers (CRD# 6539041) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Concord, NH and has over 5 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Legacy Financial Solutions, Inc.
Ameriprise Financial Services, LLC
|Ubs Financial Services Inc.||Concrod, NH||Sep 2015 - Current||6|
|Education||Durham, NH||Jun 2012 - May 2016||3|
|Education||Hanover, NH||Sep 2000 - Jun 2012||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
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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