Emily KanefieldCRD Number: 5561338
Current Firm: Ubs Financial Services Inc.
Emily Kanefield (CRD# 5561338) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Ubs Financial Services Inc.||Weehawken, NJ||Jul 2008 - Current||8|
|Center Of Clayton||St. Louis, MO||Jun 2000 - Jul 2008||8|
|Emory University||Atlanta, GA||Aug 2004 - Jun 2008||3|
|Nisa Investment Advisors||St. Louis, MO||May 2007 - Aug 2007||< 1|
|Nisa Investment Advisors||St. Louis, MO||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
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