Bi WuCRD Number: 6128095
Current Firm: Ubs Financial Services Inc.
Bi Wu (CRD# 6128095) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Louis, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Ubs Financial Services Inc.||St. Louis, MO||Oct 2013 - Current||4|
|Student||St. Charles, MO||Feb 2013 - Current||5|
|Ubs Financial Services Inc.||St. Louis, MO||Feb 2012 - May 2013||1|
|Ubs Financial Services Inc.||Chesterfield, MO||Jul 2011 - Dec 2011||< 1|
|Washington University In St. Louis||St. Louis, MO||Aug 2010 - Dec 2011||1|
|University Of Warwick||Coventry,||Oct 2009 - Aug 2010||< 1|
|Southwest University||Chongqing,||Sep 2005 - Aug 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 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