Ubs Financial Services Inc
About this Advisor
Bridget Stoner is a financial advisor who works in Weehawken, New Jersey, who has been in the advisory business for 10 years. Stoner is currently employed by Ubs Financial Services Inc. They have been with Ubs Financial Services Inc for their total career. Stoner maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Ubs Financial Services Inc is a firm based out of Weehawken, New Jersey. It has offices in 369 locations and a total of 12,710 advisors. It handles $692 billion in assets among its 1,073,865 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 5,584 charitable organizations. Of its 1,073,865 customer accounts, 66% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Ubs Financial Services Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. Fees for financial management depend on the type of financial services provided. However, fee types billed by Ubs Financial Services Inc most likely are comprised of some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
Bridget Stoner Work History
Bridget has 10 years of experience.
Ubs Financial Services
Bridget Stoner has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Wellesley Hills, MA
Trail Parker, CO
New York, NY
Saint Petersburg, FL
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