Fernando Quezada, financial advisor San Mateo CA

Fernando Quezada

CRD Number: 6573427
Current Firm: Ubs Financial Services Inc.

Fernando Quezada (CRD# 6573427) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Mateo, CA and has over 3 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Ubs Financial Services San Mateo, CA Aug 2017 - Current 4
Uc Irvine Student Housing - Mesa Court Irvine, CA Aug 2015 - Jun 2017 1
University Of California, Irvine Irvine, CA Sep 2013 - Jun 2017 3
Merrill Lynch Irvine, CA Oct 2015 - Aug 2016 < 1
Chick-fil-a Irvine, CA Oct 2014 - Jan 2015 < 1
Unemployed Fremont, CA Jun 2013 - Sep 2013 < 1
John F. Kennedy High School Fremont, CA Aug 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Fernando Quezada
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
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, WY

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