Michael Heiser, financial advisor Naples FL

Michael Heiser

CRD Number: 6763647
Current Firm: Ubs Financial Services Inc.

Michael Heiser (CRD# 6763647) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services, Inc. Naples, FL Apr 2017 - Current 3
Cortland Capital Market Services, LLC Chicago, IL Jun 2016 - Mar 2017 < 1
Northern Trust Chicago, IL May 2015 - Jun 2016 1
Northern Trust Chicago, IL Feb 2014 - Apr 2015 1
Rock Capital Markets Chicago, IL Aug 2009 - Jan 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Michael H. Heiser
Phone Number: 201-352-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    591,361
    MILLIONS
  • Total Number of Accounts
    975,301
    ACCOUNTS
  • Average Account Value
    $606,337
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

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