Susan BordashCRD Number: 872644
Current Firm: Ubs Financial Services Inc.
Susan Bordash (CRD# 872644) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 30 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||Feb 2008 - Current||9|
|Ubs Financial Services Inc.||White Plains, NY||Nov 2002 - Feb 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1987|
|S65||NASAA Investment Advisors Law Examination||Nov 1992|
- Customer Dispute
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