Ubs Financial Services Inc
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About this Advisor
Nikita Malliarakis is a certified financial planner located in Washington, D.C. Currently a registered financial advisor at Ubs Financial Services Inc, Malliarakis has a notable 39 years of experience in the financial advisory industry. Malliarakis holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Malliarakis is able to act as a financial advisor in Washington, D.C. and Texas. Malliarakis has worked their entire career at Ubs Financial Services Inc. Ubs Financial Services Inc is located in Washington, D.C., and has 369 additional locations in the nation. Overall, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 accounts and employs more than 13,402 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 52% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Ubs Financial Services Inc can provide 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 firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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
Nikita Malliarakis Work History
Nikita has 39 years of experience.
Ubs Financial Services Inc
Nikita Malliarakis has no disclosures.
Please visit their SEC profile for more details.