Nancy BurrowsCRD Number: 1082062
Current Firm: Ubs Financial Services Inc.
Nancy Burrows (CRD# 1082062) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northbrook, IL and has over 25 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Ubs Financial Services Inc.||Northbrook, IL||Jul 2013 - Current||3|
|Ameriprise Financial Services Inc.||Northbrook, IL||Aug 2010 - Jul 2013||2|
|Unemployed||Evanston, IL||Aug 2009 - Aug 2010||1|
|Bmo Capital Markets Gkst Inc.||Chicago, IL||Aug 2009 - Aug 2009||< 1|
|Unemployed||Skokie, IL||Mar 2009 - Aug 2009||< 1|
|Keefe, Bruyette & Woodfs, Inc.||Chicago, IL||Feb 2003 - Mar 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
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
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