Christine McGinley, financial advisor Mount Laurel NJ

Christine McGinley

CRD Number: 1837589
Current Firm: Ubs Financial Services Inc.

Christine McGinley (CRD# 1837589) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mount Laurel, NJ and has over 35 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Ubs Financial Services Inc. Mt. Laurel, NJ Jun 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for Christine McGinley
Phone Number: 201-352-3000
Registered State(s):
  • FL
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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