Deborah Graves (CRD# 1262477) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 37 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services | Beachwood, OH | Jun 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- OH
- TX
- VA
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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