Bert ArrowoodCRD Number: 3044451
Current Firm: Ubs Financial Services Inc.
Bert Arrowood (CRD# 3044451) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 19 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Ubs Financial Services Inc.||Greenville, SC||May 2007 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Aug 2000|
Total Assets Under Management391,710MILLIONS
Total Number of Accounts885,967ACCOUNTS
Average Account Value$442,127
- 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