Antonio PonceCRD Number: 4478131
Current Firm: Ubs Financial Services Inc.
Antonio Ponce (CRD# 4478131) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mcallen, TX and has over 16 years of experience in the finance industry.
Geneos Wealth Management, Inc.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
|Ubs Financial Services Inc.||Mcallen, TX||Jan 2010 - Current||8|
|Ubs International Inc.||Mcallen, TX||Dec 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management391,710MILLIONS
Total Number of Accounts885,967ACCOUNTS
Average Account Value$442,127
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV