Miriam Fuerst, financial advisor Honolulu HI

Miriam Fuerst

CRD Number: 7444258
Current Firm: Ubs Financial Services Inc.

Miriam Fuerst (CRD# 7444258) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Honolulu, HI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Honolulu, HI Oct 2021 - Current < 1
Royal Bank Of Canada Ottawa, Jun 2017 - Jul 2021 4
Rbc Dominion Securities Ottawa, Mar 2010 - Jun 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Miriam D. Fuerst
Phone Number: 201-352-3000
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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