Shirley
Chan
Ubs Financial Services Inc
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About this Advisor
Shirley Chan is a financial advisor based in San Francisco, California, working with UBS Financial Services Inc. Shirley has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley, and UBS. Shirley has passed the Series 66 regulatory exam and is registered to provide services in New Jersey, New York, and Texas. Currently, Shirley is part of UBS Financial Services Inc, which operates out of San Francisco, 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
Shirley Chan Work History
Ubs
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Shirley Chan 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
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