Paul Stover, financial advisor Madison WI
93 score

Paul Stover

CRD Number: 5431300
Current Firm: Ubs Financial Services Inc.

Paul Stover (CRD# 5431300) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Madison, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Wichita, KS Jul 2013 - Current 3
Carmax Wichita, KS May 2013 - Current 3
Morgan Stanley Smith Barney Columbus, OH Jan 2012 - Apr 2013 1
Gcg, Inc. Dublin, OH Nov 2010 - Jan 2012 1
Northwestern Mutual Investment Services, LLC Columbus, OH Dec 2009 - Nov 2010 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2009 - Nov 2010 < 1
Unemployed Columbus, OH Oct 2009 - Dec 2009 < 1
Philmont Scout Ranch Cimarron, NM May 2009 - Aug 2009 < 1
Pfs Financial Services Fort Wright, KY Jan 2009 - Apr 2009 < 1
Umemployed Celina, OH Nov 2008 - Dec 2008 < 1
Morgan Stanley & Company, Incorporated Cincinnati, OH Feb 2008 - Oct 2008 < 1
Unemployed Celina, OH Jan 2008 - Jan 2008 < 1
Ubs Financial Services, Inc. Columbus, OH Sep 2007 - Dec 2007 < 1
The Ohio State University Columbus, OH Sep 2003 - Dec 2007 4
Crown Equipment Corporation New Bremen, OH Jun 2007 - Aug 2007 < 1
Mcdonalds Celina, OH May 2001 - Mar 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Paul R. Stover
Phone Number: 201-352-3000
Registered State(s):
  • KS
  • WI
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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