Jacob
Pliner
Ubs Financial Services Inc
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About this Advisor
Jacob Pliner is a financial advisor based in Washington, District of Columbia, working with UBS Financial Services Inc. Jacob has previously held positions at Dulaney High School, University Of Maryland, College Park, Advanced Physical Therapy, Chasaco Rv, RBC Wealth Management, Chesapeake Beverage, Maryland Capital Management, Baltimore-Washington Financial Advisors, The Greene Turtle Sports Bar & Grille, UBS Financial Services, and Caddiemaster. Jacob has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia and Virginia. Currently, Jacob is part of UBS Financial Services Inc, which operates out of Washington, District of Columbia. 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
Jacob Pliner Work History
Ubs Financial Services
Caddiemaster
Baltimore-Washington Financial Advisors
The Greene Turtle Sports Bar & Grille
Chesapeake Beverage
Maryland Capital Management
Rbc Wealth Management
University Of Maryland, College Park
Chasaco Rv
Dulaney High School
Advanced Physical Therapy
Disclosures
Please visit the SEC profile of Jacob Pliner 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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