Ubs Financial Services Inc.
Ubs Financial Services Inc. (CRD# 8174) is a financial advisory firm headquartered in Weehawken, NJ. They manage $702,387,082,915 in 1,093,486 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management702,387MILLION
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- 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
Jeffrey Allen (CRD# 5419283) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 16 years of experience in the finance industry.
Paul Allen (CRD# 2161762) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 32 years of experience in the finance industry.
Robert Allen (CRD# 2490298) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 28 years of experience in the finance industry.
Robin Allen (CRD# 872945) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Scottsdale, AZ and has over 44 years of experience in the finance industry.
Sean Allen (CRD# 5626024) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Florham Park, NJ and has over 14 years of experience in the finance industry.
Terry Allen (CRD# 1302188) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Eugene, OR and has over 39 years of experience in the finance industry.
Anthea Allen-Mikstay (CRD# 4539030) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 5 years of experience in the finance industry.
Lynn Allgire (CRD# 1348393) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Louis, MO and has over 38 years of experience in the finance industry.
Robert Allred (CRD# 3083611) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 24 years of experience in the finance industry.
Iracema Almeida (CRD# 5511658) is an Investment Advisor Representative working at Ubs Financial Services Inc. in White Plains, NY and has over 8 years of experience in the finance industry.