Libby SannaCRD Number: 6506526
Current Firm: Ubs Financial Services Inc.
Libby Sanna (CRD# 6506526) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Ubs Financial Services Inc.||Weehawken, NJ||Aug 2017 - Current||4|
|Student||Short Hills, NJ||Jan 2007 - May 2017||10|
|Ubs Financial Services Inc.||Weehawken, NJ||Jun 2016 - Aug 2016||< 1|
|Voya Financial||New York City, NY||Jun 2015 - Aug 2015||< 1|
|Colgate University||Hamilton, NY||Jan 2015 - May 2015||< 1|
|Racquets Club Of Short Hills||Short Hills, NJ||Jun 2012 - Aug 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
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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