Jeremy SacksCRD Number: 6679355
Current Firm: Ubs Financial Services Inc.
Jeremy Sacks (CRD# 6679355) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Paramus, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Ubs Financial Services||Paramus, NJ||Jul 2017 - Current||4|
|University Of Miami||Coral Gables, FL||Aug 2016 - May 2017||< 1|
|Rbc Wealth Management||Parsippany, NJ||Jun 2016 - Aug 2016||< 1|
|Cea Study Abroad||Barcelona,||Jan 2016 - May 2016||< 1|
|University Of Miami||Coral Gables, FL||Aug 2015 - Dec 2015||< 1|
|Mobility Elevator & Lift Company||West Caldwell, NJ||Jun 2015 - Jul 2015||< 1|
|University Of Miami||Coral Gables, FL||Aug 2014 - May 2015||< 1|
|Mobility Elevator & Lift Company||West Caldwell, Nj, NJ||Jun 2014 - Jul 2014||< 1|
|University Of Miami||Coral Gables, FL||Aug 2013 - May 2014||< 1|
|Mobility Elevator & Lift Company||West Caldwell, NJ||Jul 2013 - Jul 2013||< 1|
|Dwight-englewood School||Englewood, NJ||Sep 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 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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