Arlene McDonaldCRD Number: 1940150
Current Firm: Ubs Financial Services Inc.
Arlene McDonald (CRD# 1940150) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 12 years of experience in the finance industry.
Rockcrest Financial LLC
Investors Capital Advisory
Ubs Financial Services Inc.
|Ubs Financial Services Inc.||Northfield, NJ||Jan 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
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