Foram
Shah
Ubs Financial Services Inc
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About this Advisor
Foram Shah is a chartered financial analyst who works out of Washington, District Of Columbia, with 10 years of financial industry experience. Shah works at Ubs Financial Services Inc. Throughout their career, Shah has worked at Ubs Business Solutions Us LLC, Ubs Business Solutions India Private Limited, Pricewaterhouse Coopers Private Limited, Deloitte India Private Limited and Extended Travel And Homemaking. Shah has a Series 63 license, certifying them as a securities agent, and is registered to advise clients in District Of Columbia and Tennessee. Ubs Financial Services Inc is an advisory business that has its headquarters in Washington, District of Columbia. The company has offices in 369 locations and a total of 12,710 employees. It oversees $692 billion in assets between its 1,073,865 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 5,584 charities and foundations. Of its 1,073,865 accounts, 66% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Ubs Financial Services Inc performs a wide array of services, including 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. A financial advisor's fee schedules largely vary depending on which service is offered. However, fee types charged by Ubs Financial Services Inc most likely consist of any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Ubs Financial Services Inc Brokerage Details
$692,292,245,524
12,710
1,073,865
$644,673
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Answer a few questions to get a personalized match.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
Foram Shah Work History
Foram has 10 years of experience.
Ubs Business Solutions Us LLC
Extended Travel And Homemaking
Ubs Business Solutions India Private Limited
Extended Travel And Homemaking
Pricewaterhouse Coopers Private Limited
Deloitte India Private Limited
Disclosures
Foram Shah has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
New Orleans, LA
Nashville, TN
Portsmouth, NH
Lafayette, LA
Houston, TX
Saint Petersburg, FL
Philadelphia, PA
New York, NY
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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