Hilary OckeyCRD Number: 6238088
Current Firm: Ubs Financial Services Inc.
Hilary Ockey (CRD# 6238088) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 2 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Ubs Financial Services, Inc.||Seal Beach, CA||Feb 2019 - Current||2|
|Capstone Partners Financial And Insurance Services Inc.||Newport Beach, CA||Jul 2013 - Feb 2019||5|
|Ra Lotter Insurance Group||Newport Beach, CA||Apr 2010 - Jul 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
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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