Heather MountCRD Number: 5343555
Current Firm: Ubs Financial Services Inc.
Heather Mount (CRD# 5343555) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Park, FL and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Ubs Financial Services Inc.||Winter Park, FL||Nov 2013 - Current||3|
|Ubs Financial Services Inc.||Ft. Lauderdale, FL||Jul 2008 - Nov 2013||5|
|Ubs Financial Services||Miami, FL||May 2007 - Apr 2008||< 1|
|Unemployed/student||Coral Gables, FL||Aug 2006 - May 2007||< 1|
|Rcc Associates||Deerfield Beach, FL||May 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
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