Mackenzie Somoza (CRD# 6909651) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 6 years of experience in the finance industry.
CRD# 7045789
Fisher Investments
CRD# 6816729
Fisher Investments
CRD# 4300223
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs | Dallas, TX | Apr 2019 - Current | 5 |
| Goldman Sachs & Company LLC | Dallas, TX | Jan 2018 - Apr 2019 | 1 |
| Ey | Dallas, TX | Aug 2016 - Dec 2017 | 1 |
| Southern Methodist University | Dallas, TX | Aug 2015 - May 2016 | < 1 |
| Ashford Hospitality | Dallas, TX | May 2015 - Aug 2015 | < 1 |
| Southern Methodist University | Dallas, TX | Aug 2011 - May 2015 | 3 |
| Ey | Dallas, TX | Jan 2015 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- TX
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- 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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