Darius SanandajiCRD Number: 1101288
Current Firm: Ubs Financial Services Inc.
Darius Sanandaji (CRD# 1101288) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 34 years of experience in the finance industry.
Lewis Capital Management
H. Beck, Inc.
H.d. Vest Advisory Services, Inc.
|Ubs Financial Services Inc.||Oakbrook Terrace, IL||Aug 2007 - Current||10|
|Morgan Stanley & Company, Incorporated||Oak Brook, IL||Apr 2007 - Aug 2007||< 1|
|#ia Dean Witter Reynolds Inc.||Oakbrook, IL||Jan 1983 - Aug 2007||24|
|Dean Witter Reynolds Inc.||Oak Brook, IL||Jan 1983 - Apr 2007||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1991|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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