Shellane Ogoshi, financial advisor Garden City NY
89 score

Shellane Ogoshi

CRD Number: 5462729
Current Firm: Ubs Financial Services Inc.

Shellane Ogoshi (CRD# 5462729) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Garden City, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Uniondale, NY Mar 2013 - Current 3
Sportime Bethpage, NY Nov 2011 - Current 5
Long Island University Post Brookville, NY Jun 2009 - Current 7
National Arbitration And Mediation Westbury, NY Jun 2012 - Mar 2013 < 1
Asset Source International Westbury, NY Aug 2009 - Jun 2012 2
Hofstra University Hempstead, NY May 2008 - Jun 2009 1
Hofstra University Hempstead, NY Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Shellane M. Ogoshi
Phone Number: 201-352-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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