Rachael
Maier
Ubs Financial Services Inc
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About this Advisor
Rachael Maier is a financial advisor based in El Segundo, California, working with Ubs Financial Services Inc. Rachael has previously held positions at Santa Clara University, Orangetheory Fitness, Optimus Outcome (Now Opya), Eshares, Inc (Now Carta), Ubs Securities LLC, Portfolia, Ubs Financial Services Inc, and Redwood High School. Rachael has passed the Series 66 regulatory exam and is registered to provide services in California, Nevada, and New Jersey. Currently, Rachael is part of Ubs Financial Services Inc, which operates out of El Segundo, 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
Rachael Maier Work History
Ubs Financial Services Inc
Ubs Securities LLC
Ubs Securities LLC
Portfolia
Eshares, Inc (Now Carta)
Orangetheory Fitness
Optimus Outcome (Now Opya)
Santa Clara University
Redwood High School
Disclosures
Please visit the SEC profile of Rachael Maier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ubs Financial Services Inc
Everett, WA
Weehawken, NJ
Bethesda, MD
Palo Alto, CA
Knoxville, TN
Short Hills, NJ
Mount Laurel, NJ
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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