Sommer Arekat, financial advisor Phoenix AZ

Sommer Arekat

CRD Number: 5802964
Current Firm: Ubs Financial Services Inc.

Sommer Arekat (CRD# 5802964) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. San Francisco, CA Aug 2015 - Current 8
Merrill Lynch San Francisco, CA Aug 2015 - Aug 2015 < 1
Ubs Financial Services Inc. Scottsdale, AZ Jan 2012 - Jul 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Sommer M. Arekat
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
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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