Katherine Latypov, financial advisor San Francisco CA

Katherine Latypov

CRD Number: 6894162
Current Firm: Ubs Financial Services Inc.

Katherine Latypov (CRD# 6894162) 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.

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Wealth & Tax Planners
Company Name Location Dates Years
Ubs Financial Services Inc. San Francisco, CA Jan 2018 - Current 2
Unemployed Berkeley, CA Nov 2017 - Jan 2018 < 1
Youland Alameda, CA Oct 2017 - Nov 2017 < 1
Unemployed Conroe, TX Aug 2017 - Oct 2017 < 1
Texas A&m University College Station, TX Aug 2015 - Aug 2017 2
Mcalister's Deli The Woodlands, TX Jun 2016 - Aug 2016 < 1
Mcalister's Deli The Woodlands, TX Aug 2014 - Aug 2015 1
Lone Star College The Woodlands, TX Aug 2014 - Aug 2015 1
Burger King The Woodlands, TX Jun 2014 - Aug 2014 < 1
Trinity University San Antonio, TX Feb 2014 - May 2014 < 1
Trinity University San Antonio, TX Aug 2013 - May 2014 < 1
Burger King The Woodlands, TX Aug 2012 - Aug 2013 1
Full-time Education (high School) The Woodlands, TX Jun 2009 - Jun 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Katherine J. Latypov
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    591,361
    MILLIONS
  • Total Number of Accounts
    975,301
    ACCOUNTS
  • Average Account Value
    $606,337
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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