Blake RorbachCRD Number: 6111631
Current Firm: Ubs Financial Services Inc.
Blake Rorbach (CRD# 6111631) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Ubs Financial Services Inc.||Phoenix, AZ||Mar 2015 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Mar 2015||< 1|
|Morgan Stanley||Phoenix, AZ||Feb 2013 - Mar 2015||2|
|C.e. Rorbach||San Diego, CA||Dec 2012 - Feb 2013||< 1|
|Regal Securities||Phoenix, AZ||Apr 2012 - Feb 2013||< 1|
|Coronado LLC||San Diego, CA||May 2012 - Aug 2012||< 1|
|Arcadia Highschool/ University Of Arizona||Phoenix, AZ||Aug 2001 - Aug 2012||11|
|St. Francis||Phoenix, AZ||Sep 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
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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