Morgan NoboCRD Number: 5541689
Current Firm: Ubs Financial Services Inc.
Morgan Nobo (CRD# 5541689) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Ubs Financial Services Inc.||Tampa, FL||Aug 2014 - Current||3|
|Unemployed||Tampa, FL||Oct 2013 - Jul 2014||< 1|
|Bb&t||Winston Salem, NC||Jan 2010 - Sep 2013||3|
|Crazy Dog T-shirts||Rochester, NY||Nov 2009 - Dec 2009||< 1|
|Unemployed||Rochester, NY||Jun 2009 - Oct 2009||< 1|
|Agnes Scott College||Decatur, GA||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
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