Edward Van Der VeldenCRD Number: 6634981
Current Firm: Ubs Financial Services Inc.
Edward Van Der Velden (CRD# 6634981) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Mateo, CA and has over 2 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Ubs Financial Services||San Mateo, CA||Aug 2018 - Current||3|
|Ubs Financial Services||San Mateo, CA||Sep 2017 - Aug 2018||< 1|
|Santa Clara University||Santa Clara, CA||Sep 2014 - Jun 2018||3|
|Morgan Stanley||Bellevue, WA||Jun 2017 - Sep 2017||< 1|
|Ubs Financial Services||San Jose, CA||Apr 2016 - Jun 2017||1|
|Jones Lang Lasalle||Seattle, WA||Jun 2015 - Sep 2015||< 1|
|Finagraph||Mercer Island, WA||Jun 2015 - Sep 2015||< 1|
|Newcastle Golf Course||Newcastle, WA||Jun 2014 - Sep 2014||< 1|
|Mercer Island High School||Mercer Island, WA||Sep 2010 - Jun 2014||3|
|Mercer Island Beach Club||Mercer Island, WA||Jun 2012 - Sep 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- 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, WY
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