Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Liden is an advisor whose office is in Orlando, Florida. Currently an advisor with Ubs Financial Services Inc, they have accrued 19 years of work experience as a financial advisor. Liden holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Liden is able to operate in Florida and Texas. Throughout their career, Liden has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Orlando, Florida, and has 369 offices in the nation. As a company, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 client accounts and retains more than 13,402 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 52% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Ubs Financial Services Inc provides 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ubs Financial Services Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Brian Liden Work History
Brian has 19 years of experience.
Ubs Financial Services Inc
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Brian Liden has disclosures.
Please visit their SEC profile for more details.