Ubs Financial Services Inc.
Ubs Financial Services Inc. (CRD# 8174) is a financial advisory firm headquartered in Weehawken, NJ. They manage $600,808,847,012 in 1,077,471 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management600,809MILLION
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Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
Kenneth Abady (CRD# 1563615) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 32 years of experience in the finance industry.
Sennai Abbay (CRD# 6058165) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 11 years of experience in the finance industry.
Christine Abbott (CRD# 5241462) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 16 years of experience in the finance industry. Christine Abbott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dane Abbott (CRD# 5619105) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry.
Natalia Abbott (CRD# 5016374) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 18 years of experience in the finance industry.
Alice Abdalian (CRD# 2520368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 26 years of experience in the finance industry.
Nicholas Abdy (CRD# 4701550) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tucson, AZ and has over 19 years of experience in the finance industry.
Gregg Abernathy (CRD# 2531770) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 29 years of experience in the finance industry.
James Abernethy (CRD# 1821508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 35 years of experience in the finance industry.
Allen Abney (CRD# 5549560) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 14 years of experience in the finance industry.