Ubs Financial Services Inc
About this Advisor
David Fiestal is an advisor who lives in Miami, Florida. Currently an advisor with Ubs Financial Services Inc, they have accumulated 10 years of professional experience. Fiestal maintains a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Fiestal can work with investors based out of Florida and New Jersey. Fiestal has worked their complete career at Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Miami, Florida, and has 369 other offices throughout the country. In total, Ubs Financial Services Inc oversees $591 billion in assets throughout 975,301 client accounts and employs more than 15,605 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 522,287 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 58% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. 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
David Fiestal Work History
David has 10 years of experience.
Ubs Financial Services Inc
David Fiestal has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Kansas City, MO
New York, NY
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.