Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Sweetland is a financial advisor in Peabody, Massachusetts. Currently an advisor at Ubs Financial Services Inc, Sweetland has 18 years of professional experience as a financial advisor. Sweetland maintains a Series 63 license, certifying them as a securities broker. Sweetland is able to act as an advisor based out of Texas. Sweetland has spent their complete career at Ubs Financial Services Inc. Ubs Financial Services Inc is located in Peabody, Massachusetts, and operates out of 369 offices in the nation. In total, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 client accounts and employs more than 13,402 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 52% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in 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
Andrew Sweetland Work History
Andrew has 18 years of experience.
Ubs Financial Services Inc
Andrew Sweetland has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
La Jolla, CA
Florham Park, NJ