Ubs Financial Services Inc
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About this Advisor
Dorothy Angelini is a financial advisor based out of Carmel, California, who has been in the advisory business for 10 years. Angelini is an employee of Ubs Financial Services Inc. Over the course of their career, Angelini has held roles at Rbc Capital Markets, LLC, Integris Wealth Management, LLC, Ubs Financial Services Inc and Lpl Financial, LLC. Angelini holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Ubs Financial Services Inc is an advisory firm headquartered in Carmel, California. The company has offices in 369 locations and a total of 15,605 advisors. It administers $591 billion in total assets among its 975,301 accounts, making it one of the largest firms in the country by assets under management. The firm advises 5,525 charities and foundations. Of its 975,301 client accounts, 58% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Ubs Financial Services Inc provides a number 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 fees vary depending on which services the firm provides the client. However, fees billed by Ubs Financial Services Inc can be 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
Dorothy Angelini Work History
Dorothy has 10 years of experience.
Ubs Financial Services Inc
Lpl Financial, LLC
Rbc Capital Markets, LLC
Integris Wealth Management, LLC
Dorothy Angelini has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
New York, NY
San Angelo, TX
La Jolla, CA