Stanley KozubCRD Number: 1064511
Current Firm: Ubs Financial Services Inc.
Stanley Kozub (CRD# 1064511) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Virginia Beach, VA and has over 35 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Ubs Financial Services Inc.||Virginia Beach, VA||May 2012 - Current||5|
|Bank Of America, Na||Norfolk, VA||Sep 2009 - May 2012||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Norfolk, VA||Aug 1982 - Sep 2009||27|
|#ia Merrill Lynch, Pierce, Fenner & Smit||Norfolk, VA||Aug 1982 - Sep 2009||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S65||NASAA Investment Advisors Law Examination||Jan 1994|
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