Emily George, financial advisor Saint Louis MO
89 score

Emily George

CRD Number: 5917521
Current Firm: Ubs Financial Services Inc.

Emily George (CRD# 5917521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Louis, MO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. St. Louis, MO Oct 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Clayton, MO Feb 2014 - Oct 2015 1
Northwestern Mutual Investment Services, LLC Chesterfield, MO Sep 2013 - Feb 2014 < 1
Myron C. Henley Chesterfield, MO Aug 2013 - Sep 2013 < 1
University Of Missouri-columbia Columbia, MO Aug 2009 - May 2013 3
Alpine Shop Columbia, MO Jun 2012 - Apr 2013 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2011 - Jan 2013 1
Carla Johns Columbia, MO Jan 2011 - May 2011 < 1
Bleu Restaurant And Wine Bar Columbia, MO Feb 2010 - Feb 2011 1
Thompson Home Center Vandalia, IL May 2007 - Aug 2010 3
Vandalia Dane And Tumbling Academy Vandalia, IL Aug 2005 - May 2009 3
Vandalia Community High School Vandalia, IL Feb 2004 - May 2009 5
Dairy Queen Vandalia, IL May 2007 - Oct 2007 < 1
Vandalia Community High School Vandalia, IL Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Emily George
Phone Number: 201-352-3000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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