Courtney Iassogna, financial advisor Westport CT

Courtney Iassogna

CRD Number: 6633481
Current Firm: Ubs Financial Services Inc.

Courtney Iassogna (CRD# 6633481) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Westport, CT May 2018 - Current 3
Mml Investors Services Shelton, CT Jul 2017 - May 2018 < 1
Massachusetts Mutual Life Insurance Company Shelton, CT Jul 2016 - May 2018 1
Barnum Financial Group Shelton, CT Jun 2015 - May 2018 2
Southern Ct University New Haven, CT Sep 2013 - May 2016 2
Dantes Restaurant Stratford, CT Oct 2014 - Mar 2016 1
Tazza Osteria Fairfield, CT Jul 2014 - Mar 2015 < 1
Shop Rite Shelton, CT May 2012 - Aug 2014 2
Eastern Ct University Willimantic, CT Sep 2012 - May 2013 < 1
St. Joseph High School Trumbull, CT Aug 2008 - Jun 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Courtney N. Iassogna
Phone Number: 201-352-3000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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