Trevor
Shaner

Ubs Financial Services Inc

CRD#2160522
Investment Advisor
in West Des Moines, IA

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About this Advisor

Trevor Shaner is a financial advisor who works in West Des Moines, Iowa. Currently a registered investment advisor at Ubs Financial Services Inc, they have gathered a notable 26 years of professional experience as a registered investment advisor. Shaner has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Shaner can act as a financial advisor based out of Iowa and Texas. Shaner has spent their career at Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in West Des Moines, Iowa, and has 369 offices throughout the United States. As a company, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 accounts and employs more than 13,402 people. The amount of assets the firm manages places it among the largest investment advisory 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 advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. 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

Series 63, Series 65

Years of Experience

26 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

Yes

Office Location

5465 Mills Civic Parkway
West Des Moines, IA 50266

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

IA Average: 92
Total Number of Accounts

957,738

IA Average: 6,978
Average Account Size

$517,923

IA 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

Trevor Shaner Work History

Trevor has 26 years of experience.

1992 - Present (27 years)

Ubs Financial Services Inc

Disclosures

Trevor Shaner has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Debra Noble
Weehawken, NJ
Patrick Harrington
Weehawken, NJ
Micaela Murphy
La Jolla, CA
Kory Frost
Farmington, MI
Felicia Chang
Pasadena, CA
Chester Wang
Boulder, CO
Juliana Trovato
Florham Park, NJ
Brent Barnhart
Birmingham, MI

This content was compiled from the SEC and FINRA.

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