Kevin DucieCRD Number: 6196461
Current Firm: Ubs Financial Services Inc.
Kevin Ducie (CRD# 6196461) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hyannis, MA and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Beaumont Capital Management, LLC
Shp Wealth Management, LLC
|Ubs Financial Services||Hyannis, MA||Aug 2013 - Current||8|
|Hudson Police Department||Hudson, NH||Sep 2008 - Jul 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- 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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