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
Carlos Alonso (CRD# 4824199) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 19 years of experience in the finance industry.
Guillermina Alonso (CRD# 5387914) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miami, FL and has over 13 years of experience in the finance industry.
Martha Alonso Hara (CRD# 4372873) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 22 years of experience in the finance industry.
Carl Aloupis Jr (CRD# 4143129) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 24 years of experience in the finance industry.
William Altman (CRD# 6790125) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 6 years of experience in the finance industry.
Denise Alvarez (CRD# 4691039) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Coral Gables, FL and has over 11 years of experience in the finance industry.
Mauricio Alvarez (CRD# 3052838) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ponte Vedra Beach, FL and has over 25 years of experience in the finance industry.
Eugenia Amador (CRD# 1457612) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 38 years of experience in the finance industry.
Salvatore Amalfitano (CRD# 5213956) 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.
Gustavo Amaral (CRD# 2679024) is an Investment Advisor Representative working at Ubs Financial Services Inc. in El Segunda, CA and has over 28 years of experience in the finance industry.