Ubs Financial Services Inc
About this Advisor
Leslie Martinez is a financial advisor working in Mill Valley, California, with a total of 16 years of professional experience. Martinez is on the advisory team at Ubs Financial Services Inc. They have been an employee of Ubs Financial Services Inc for their whole career. Martinez holds a Series 63 license, qualifying them as a securities representative, and is approved to work in California. Ubs Financial Services Inc is a business that has its headquarters in Mill Valley, California. The firm has offices in 369 locations and a total of 12,710 employees. It has $692 billion in total assets across its 1,073,865 accounts, making it one of the largest firms in the country by assets under management. The firm advises 5,584 charitable organizations. Of its 1,073,865 customer accounts, 66% belong to high-net-worth clients who have more than $1 million in assets. The business offers a wide array 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 advisory fee schedules usually vary depending on which service is provided. However, fees billed by Ubs Financial Services Inc can consist of some combination 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
Leslie Martinez Work History
Leslie has 16 years of experience.
Ubs Financial Services Inc
Leslie Martinez 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
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