Marcia WhislerCRD Number: 1269887
Current Firm: Ubs Financial Services Inc.
Marcia Whisler (CRD# 1269887) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Eugene, OR and has over 14 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Ubs Financial Services Inc.||Eugene, OR||Nov 2015 - Current||2|
|Morgan Stanley Smith Barney||Eugene, OR||Jun 2009 - Nov 2015||6|
|Morgan Stanley & Co Inc.||Eugene, OR||Mar 2009 - Nov 2015||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Apr 1983 - Mar 2009||25|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV