Ubs Financial Services Inc
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About this Advisor
Emilie Checrallah is an investment advisor in Peabody, Massachusetts. Currently an investment advisor with Ubs Financial Services Inc, they have accrued 13 years of practice as a registered advisor. Checrallah holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Checrallah is able to advise customers in New Hampshire. Over the course of their career, they have held roles at Direct Power Marketing Inc, Ubs Financial Services, The Lobster Shanty Restaurant Inc, Trunity Inc, Chili'S Bar And Grill, Full Time Education and Infinity Media. Ubs Financial Services Inc is located in Peabody, Massachusetts, and has 369 other offices across the nation. Overall, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 client accounts and retains more than 13,402 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 52% of the advisory firm's investors are high-net-worth individuals, meaning they have over $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
Emilie Checrallah Work History
Emilie has 13 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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