Mary MizzellCRD Number: 1934743
Current Firm: Ubs Financial Services Inc.
Mary Mizzell (CRD# 1934743) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miami, FL and has over 13 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Ubs Financial Services||Miami, FL||Jun 2016 - Current||1|
|Ubs Financial Services Inc.||Miami, FL||Jan 2010 - Jun 2016||6|
|Ubs International Inc.||Miami, FL||Feb 2006 - Jan 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2004|
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