Stefanie PageCRD Number: 5056267
Current Firm: Ubs Financial Services Inc.
Stefanie Page (CRD# 5056267) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Spokane, WA and has over 15 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Interfund Management Services, Inc.
Td Ameritrade, Inc.
|Ubs Financial Services Inc.||Spokane, WA||Nov 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
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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