Denis KallfaCRD Number: 6096487
Current Firm: Ubs Financial Services Inc.
Denis Kallfa (CRD# 6096487) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 8 years of experience in the finance industry.
Financial Life Focus, LLC
|Ubs Financial Services, Inc.||New York, NY||Sep 2013 - Current||9|
|Fordham Univ||New York, NY||Sep 2009 - Sep 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2015|
Total Assets Under Management600,809MILLIONS
Total Number of Accounts1,077,471ACCOUNTS
Average Account Value$557,610
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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