Michael
Winaker
Ubs Financial Services Inc
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About this Advisor
Michael Winaker is a financial advisor based in Walnut Creek, California, working with UBS Financial Services Inc. Michael has previously held positions at Centaurus Financial Inc, Nordstrom, Northext, San Ramon Valley High School (Student), Pepperdine University (Student), and UBS Financial Services. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael is part of UBS Financial Services Inc, which operates out of Walnut Creek, 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
Michael Winaker Work History
Ubs Financial Services
Centaurus Financial Inc
Nordstrom
Pepperdine University (Student)
Northext
San Ramon Valley High School (Student)
Disclosures
Please visit the SEC profile of Michael Winaker 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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