Cees-Jan
Van Hoek

Ubs Financial Services Inc

CRD#1225163
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Cees-Jan Van Hoek is a financial advisor based in West Palm Beach, Florida, working with Ubs Financial Services Inc. Cees-Jan has previously held positions at Credit Suisse Lending LLC and Ubs Financial Services Inc. Cees-Jan has passed the Series 66 regulatory exam and is registered to provide services in Florida, Ohio, and Texas. Currently, Cees-Jan is part of Ubs Financial Services Inc, which operates out of West Palm Beach, Florida. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

525 Okeechobee Blvd Suite 1500
West Palm Beach, FL 33401

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

FL Average: $10,121,009,343
Total Number of Employees

12,701

FL Average: 92
Total Number of Accounts

1,093,486

FL Average: 6,978
Average Account Size

$642,338

FL Average: $1,450,417

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

Cees-Jan Van Hoek Work History

2016 - Present (8 years)

Ubs Financial Services Inc

2013 - 2016 (3 years)

Credit Suisse Lending LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Cees-Jan Van Hoek 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

Hailey Van Avery
Everett, WA
Dominic Russo
Weehawken, NJ
Matthew Smith
Bethesda, MD
Vincent Andrighetto
Palo Alto, CA
Emily Puckett
Knoxville, TN
Lauren Srour
Short Hills, NJ
Jasmine Richardson
Mount Laurel, NJ
Samantha Wagner
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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