Matthew
Montegani
Ubs Financial Services Inc
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About this Advisor
Matthew Montegani is a financial advisor based in Seal Beach, California, working with UBS Financial Services Inc. Matthew has previously held positions at Costco Wholesale, Rizzo Financial Group, Jamba Juice, Arizona State University, and Servite High School. Matthew has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Matthew is part of UBS Financial Services Inc, which operates out of Seal Beach, California. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
$702,387,082,915
12,701
1,093,486
$642,338
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
Matthew Montegani Work History
Costco Wholesale
Rizzo Financial Group
Arizona State University
Jamba Juice
Servite High School
None
Disclosures
Please visit the SEC profile of Matthew Montegani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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