Ubs Financial Services Inc
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About this Advisor
Emily French is a financial advisor in West Des Moines, Iowa. Currently a registered financial advisor at Ubs Financial Services Inc, French has 10 years of professional experience as an investment advisor. French maintains a Series 66 license, which designates them as both a securities agent and an investment advisor representative. French is able to operate based out of Iowa. French has spent their career at Ubs Financial Services Inc. Ubs Financial Services Inc is located in West Des Moines, Iowa, and has 369 additional locations in the United States. In aggregate, Ubs Financial Services Inc manages $496 billion in assets dispersed across 922,927 accounts and retains more than 13,402 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 52% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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's fees may include 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
Emily French Work History
Emily has 10 years of experience.
Ubs Financial Services Inc
Emily French has no disclosures.
Please visit their SEC profile for more details.