Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Chandra Miranda is a certified financial planner whose office is in Sacramento, California. Currently an advisor at Ubs Financial Services Inc, they have accumulated 10 years of work experience. Miranda has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Miranda is able to act as an advisor in California. The advisor has gained experience at Ubs Financial Services Inc, California State University Sacramento Museum Of Anthropology and California State Department Of Parks And Recreation. Ubs Financial Services Inc is headquartered in Sacramento, California, and has 369 brick-and-mortar locations across the nation. In total, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 accounts and employs more than 13,402 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 52% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ubs Financial Services Inc offers 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. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ubs Financial Services Inc Brokerage Details
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
Chandra Miranda Work History
Chandra has 10 years of experience.
Ubs Financial Services Inc
California State University Sacramento Museum Of Anthropology
California State Department Of Parks And Recreation
Chandra Miranda has no disclosures.
Please visit their SEC profile for more details.