Noelle DaversaCRD Number: 6608851
Current Firm: Ubs Financial Services Inc.
Noelle Daversa (CRD# 6608851) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 3 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Ubs Financial Services||New York, NY||Jun 2017 - Current||4|
|Fairfield University||Fairfield, CT||Sep 2013 - May 2017||3|
|Ubs Financial Services||Westport, CT||Feb 2016 - Apr 2017||1|
|Persifor LLC||New York, NY||Sep 2015 - Dec 2015||< 1|
|Chrison & Bellina Boutique||Long Island, NY||Jun 2015 - Aug 2015||< 1|
|Chef's Table||Fairfield, CT||Sep 2014 - May 2015||< 1|
|Oyster Bay High School||Oyster Bay, NY||Sep 2007 - Jun 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- 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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