Michael MatthewsCRD Number: 1275085
Current Firm: Ubs Financial Services Inc.
Michael Matthews (CRD# 1275085) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Scottsdale, AZ and has over 33 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Ubs Financial Services Inc.||Bellevue, WA||Jul 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Jan 1992|
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