Ubs Financial Services Inc
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About this Advisor
Leeder Hsu is an investment advisor in Los Angeles, California. Currently a registered advisor with Ubs Financial Services Inc, Hsu has 10 years of professional experience in the financial advisory industry. Hsu has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Hsu is able to work with investors in California. The advisor has gained experience at Lincoln Financial Advisors and Ubs Financial Service Inc. Ubs Financial Services Inc is headquartered in Los Angeles, California, and operates out of 369 other offices in the nation. As a company, Ubs Financial Services Inc manages $496 billion in assets across 922,927 accounts and retains more than 13,402 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 52% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Ubs Financial Services Inc can offer 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's fees may include 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
Leeder Hsu Work History
Leeder has 10 years of experience.
Ubs Financial Service Inc
Lincoln Financial Advisors
Leeder Hsu has no disclosures.
Please visit their SEC profile for more details.