Ubs Financial Services Inc
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About this Advisor
Herbert Hollender is a financial advisor operating out of Wellesley Hills, Massachusetts, with a total of 11 years in the industry. Hollender is on the advisory team at Ubs Financial Services Inc. They have been an employee of Ubs Financial Services Inc for their whole career. Hollender maintains a Series 63 license, designating them as a securities representative, and is approved to work in Texas. Ubs Financial Services Inc is a business headquartered in Wellesley Hills, Massachusetts. The firm has offices in 369 locations and a total of 13,335 employees. It oversees $496 billion in assets under management among its 957,738 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 4,771 charitable organizations. Of its 957,738 customer accounts, 56% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Ubs Financial Services Inc performs a number of services, including 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees charged by Ubs Financial Services Inc likely are comprised of some blend of 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
Herbert Hollender Work History
Herbert has 12 years of experience.
Ubs Financial Services Inc
Herbert Hollender has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
New York, NY