Timothy TorrettaCRD Number: 5284165
Current Firm: Ubs Financial Services Inc.
Timothy Torretta (CRD# 5284165) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Louis, MO and has over 10 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||Jan 2009 - Current||9|
|St. Ambrose, Chaminade College Prep, Butler University||Saint Louis/indianapolis, IN||May 1997 - Current||20|
|Merrill Lynch||Indianapolis, IN||May 2007 - Jan 2009||1|
|Merrill Lynch||Indianapolis, IN||Jan 2007 - May 2007||< 1|
|Sensient Flavors, Inc.||Indianapolis, IN||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
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