Danielle
Osborn

Ubs Financial Services Inc

CRD#6184292
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Danielle Osborn is a financial advisor working in Bonita Springs, Florida, who has been in the industry for 13 years. Osborn is an employee of Ubs Financial Services Inc. During their career, Osborn has held roles at Mjmi Marketing, Ubs Financial Services and Capuchin Development Office. Osborn maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Ubs Financial Services Inc is a registered investment firm operating in Bonita Springs, Florida. The firm has offices in 369 locations and a total of 13,402 advisors. It has $496 billion in assets between its 922,927 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 4,543 charities and foundations. Of its 922,927 accounts, 52% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business performs a wide set of services, including 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. Fees for financial management typically are based on the type of services offered. However, fees charged by Ubs Financial Services Inc can consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

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

Disclosures

No

Office Location

8000 Health Care Center Blvd.
Bonita Springs, FL 34135

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

FL Average: 92
Total Number of Accounts

957,738

FL Average: 6,978
Average Account Size

$517,923

FL Average: $1,450,417

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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

Danielle Osborn Work History

Danielle has 13 years of experience.

2013 - Present (6 years)

Ubs Financial Services

2012 - 2013 (1 year)

Capuchin Development Office

2005 - 2010 (5 years)

Mjmi Marketing

Disclosures

Danielle Osborn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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