About this location
UBS FINANCIAL SERVICES INC. offers selection of other advisers, portfolio management for businesses, pension consulting services, publication of periodicals or newsletters, security ratings or pricing services, financial planning services, portfolio management for individuals and/or small businesses, educational seminars/workshops and also performs business activities as futures commission merchant, broker-dealer, insurance broker or agent.
Time in Business
No submission
Total Assets Under Management
$692,292,245,524
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Other
Fixed fees
Commissions
Hourly charges
A percentage of assets under management
Advisors at This Location
William Fortner
More Info
Donald Moulton
More Info
Judith Harris
More Info
Christopher Harrer
More Info
Christine Lee
More Info
Todd Locicero
More Info
Mark Sikorski
More Info
John Acker
More Info
Marie Puterbaugh
More Info
Jamie White
More Info
Emmee Sarmiento Ferguson
More Info
Leslie Chang
More Info
Lisette Carrillo
More Info
Violeta Mollova
More Info
Peter Harano
More Info
