Ubs Financial Services Inc
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About this Advisor
Emilie Checrallah is an advisor who works out of Peabody, Massachusetts. Currently a registered advisor with Ubs Financial Services Inc, Checrallah has 14 years of experience in the financial advisory industry. Checrallah has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Checrallah is registered to advise investors based out of New Hampshire. Checrallah has gained experience at Ubs Financial Services, The Lobster Shanty Restaurant Inc, Trunity Inc, Direct Power Marketing Inc, Chili'S Bar And Grill and Full Time Education. Ubs Financial Services Inc is headquartered in Peabody, Massachusetts, and operates out of 369 other brick-and-mortar locations in the country. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets covering 957,738 accounts and employs more than 13,335 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 500,077 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 56% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Ubs Financial Services Inc can provide 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
Emilie Checrallah Work History
Emilie has 15 years of experience.
Ubs Financial Services
Direct Power Marketing Inc
Full Time Education
The Lobster Shanty Restaurant Inc
Chili'S Bar And Grill
Emilie Checrallah has no disclosures.
Please visit their SEC profile for more details.
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