Gerson OssersCRD Number: 6118195
Current Firm: Ubs Financial Services Inc.
Gerson Ossers (CRD# 6118195) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 3 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Ubs Financial Services Inc.||Stamford, CT||May 2014 - Current||2|
|Northwestern Mutual Investment Services, LLC||Fairfield, CT||Dec 2012 - May 2014||1|
|Leonard J. Dicostanzo||Fairfield, CT||Sep 2012 - May 2014||1|
|Blue Colony Diner||Newtown, CT||Jun 2008 - Jul 2012||4|
|Western Connecticut University||Danbury, CT||Sep 2007 - May 2012||4|
|Spinning Wheel Inn||Redding, CT||Jun 2006 - Oct 2008||2|
|Danbury High School||Danbury, CT||Jan 2002 - Jun 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV