Ubs Financial Services Inc
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About this Advisor
Magda Malinowski is an investment advisor whose office is in Chicago, Illinois. Currently an advisor at Ubs Financial Services Inc, they have accumulated nine years of practice in the financial advisory industry. Malinowski has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Malinowski is able to work with customers based out of Illinois. Throughout their career, they have worked at Rbc Capital Markets, LLC, Bank Of America, Skidder'S Restaurant and Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Chicago, Illinois, and has 369 additional locations in the United States. As an advisory firm, Ubs Financial Services Inc oversees $496 billion in assets across 957,738 accounts and employs more than 13,335 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 500,077 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 56% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Ubs Financial Services Inc offers 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 may charge clients 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
Magda Malinowski Work History
Magda has 10 years of experience.
Ubs Financial Services Inc
Rbc Capital Markets, LLC
Bank Of America
Magda Malinowski has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
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