Sydney EastwoodCRD Number: 6887757
Current Firm: Ubs Financial Services Inc.
Sydney Eastwood (CRD# 6887757) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Henderson, NV and has over 2 years of experience in the finance industry.
Skyoak Capital, Inc.
Money Managers, Inc.
Ameriprise Financial Services, LLC
|Ubs Financial Services Inc.||Henderson, NV||Jan 2022 - Current||< 1|
|Thurlow Wealth Management||Henderson, NV||Sep 2021 - Nov 2021||< 1|
|Profunds Distributors Inc.||Bethesda, MD||Aug 2019 - Aug 2021||2|
|Merrill Lynch||Henderson, NV||Oct 2018 - Aug 2019||< 1|
|Unemployed- Student||Henderson, NV||Sep 2018 - Oct 2018||< 1|
|Jack & Co||Las Vegas, NV||Apr 2018 - Sep 2018||< 1|
|Unemployed- Student||Henderson, NV||Dec 2017 - Apr 2018||< 1|
|Wts International Inc.||Las Vegas, NV||Aug 2017 - Dec 2017||< 1|
|Unemployed- Student||Henderson, NV||Jul 2017 - Aug 2017||< 1|
|Legacy Health Centers||Las Vegas, NV||Jun 2016 - Jul 2017||1|
|Unemployed- Student||Henderson, NV||Jan 2009 - Jun 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2019|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- 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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