Peter
Dierks
Ubs Financial Services Inc
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About this Advisor
Peter Dierks is a financial advisor working out of Seattle, Washington, with a total of 10 years of work experience. Dierks is an advisor for Ubs Financial Services Inc. Dierks has gained experience at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Ubs Financial Services Inc. Dierks has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Ubs Financial Services Inc is an advisory firm headquartered in Seattle, Washington. It has offices in 369 locations and a total of 12,710 advisors. It oversees $692 billion in assets under management among its 1,073,865 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 5,584 charitable organizations. Of its 1,073,865 client accounts, 66% belong to high-net-worth investors who have at least $1 million in investable assets. Ubs Financial Services Inc offers a diverse set 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. Financial management fee schedules largely depend on which services the firm provides the client. Fee types charged by Ubs Financial Services Inc can include 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
Let us help match you with the right financial advisor for your needs.
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
Peter Dierks Work History
Peter has 10 years of experience.
Ubs Financial Services Inc
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Disclosures
Peter Dierks has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
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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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