Ubs Financial Services Inc
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About this Advisor
Gerald Anders is a certified financial planner based out of Vero Beach, Florida, who has been in the financial industry for 10 years. Anders is an advisor for Ubs Financial Services Inc. Anders has gained experience at Ubs Financial Services Inc, Wachovia Securities, LLC and Wells Fargo Advisors LLC. Anders maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Ubs Financial Services Inc is a registered investment business based out of Vero Beach, Florida. The investment advisory business has offices in 369 locations and a total of 13,402 employees. It handles $496 billion in assets across its 922,927 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 4,543 charities and foundations. Of its 922,927 customer accounts, 52% are held by high-net-worth clients who have greater than $1 million in assets. Ubs Financial Services Inc has a number of services, such as 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. A financial advisor's fees largely are based on which services are offered. However, fee types charged by Ubs Financial Services Inc can consist of any blend of 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
Gerald Anders Work History
Gerald has 10 years of experience.
Ubs Financial Services Inc
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Gerald Anders has disclosures.
Please visit their SEC profile for more details.