Christopher Sales-SortoCRD Number: 6461767
Current Firm: Ubs Financial Services Inc.
Christopher Sales-Sorto (CRD# 6461767) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has 1 year of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Ubs Financial Services, Inc.||San Francisco, CA||Dec 2015 - Current||4|
|Credit Suisse||San Francisco, CA||Mar 2015 - Dec 2015||< 1|
|Accounting Principles @ City & County Of San Francisco||San Francisco, CA||Dec 2014 - Feb 2015||< 1|
|World Financial Group||Oakland, CA||Aug 2014 - Dec 2014||< 1|
|Bank Of The West||San Ramon, CA||May 2013 - Jul 2014||1|
|Select Staffing @ Bank Of The West||San Ramon, CA||Jan 2014 - Apr 2014||< 1|
|Year Up Bay Area - Intern @ Bank Of The West||San Ramon, CA||Aug 2013 - Dec 2013||< 1|
|Year Up Bay Area||San Francisco, CA||Mar 2013 - Jul 2013||< 1|
|The Peralta Community College District||Alameda, CA||Aug 2010 - Feb 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2020|
|S65||NASAA Investment Advisors Law Examination||May 2020|
Total Assets Under Management591,361MILLIONS
Total Number of Accounts975,301ACCOUNTS
Average Account Value$606,337
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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