Ubs Financial Services Inc
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About this Advisor
Kevin Fennell is a financial advisor who works in San Diego, California, with a total of 10 years of work experience. Fennell is an advisor for Ubs Financial Services Inc. Throughout their career, Fennell has worked at Ubs Financial Services, Bdo, Full Time Education, Bank Of America, Ubs, Usc Campus Cruiser, Soapy Joes, Sdsu Vijas Arena, Sdsu Cafateria and Picture It On Canvas. Fennell maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California. Ubs Financial Services Inc is a registered investment firm headquartered in San Diego, California. The investment advisory business has offices in 369 locations and a total of 12,710 advisors. It has $692 billion in total assets across its 1,073,865 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 5,584 charities and foundations. Of its 1,073,865 customer accounts, 66% are held by high-net-worth individuals who have at least $1 million in investable assets. Ubs Financial Services Inc offers 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 advisory services usually depend on which service is offered. Fees charged by Ubs Financial Services Inc most likely include any 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
Kevin Fennell Work History
Kevin has 10 years of experience.
Ubs Financial Services
Full Time Education
Bank Of America
Usc Campus Cruiser
Sdsu Vijas Arena
Picture It On Canvas
Kevin Fennell has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Los Angeles, CA
San Diego, CA
New York, NY
Wellesley Hills, MA
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 email@example.com.
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