Christopher DuerrCRD Number: 5970538
Current Firm: Ubs Financial Services Inc.
Christopher Duerr (CRD# 5970538) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pittsburgh, PA and has over 4 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Ubs Financial Services Inc.||Pittsburgh, PA||Apr 2013 - Current||3|
|Mml Investors Services LLC||Pittsburgh, PA||Sep 2011 - Mar 2013||1|
|Massmutual Life Insurance Company||Pittsburgh, PA||Jun 2010 - Mar 2013||2|
|Unemployed||Gibsonia, PA||May 2009 - Jun 2010||1|
|University Of Pittsburgh||Pittsburgh, PA||Aug 2004 - Apr 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 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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