Ubs Financial Services Inc
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About this Advisor
Kirsten Ismail is a certified financial planner who works in Boston, Massachusetts. Currently a registered financial advisor with Ubs Financial Services Inc, Ismail has an impressive 21 years of work experience in the financial advisory industry. Ismail maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Ismail is able to advise investors in Maine and Texas. Over the course of their career, Ismail has held roles at Citigroup Global Markets Inc and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Boston, Massachusetts, and operates out of 369 additional brick-and-mortar locations in the United States. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets dispersed across 922,927 accounts and retains more than 13,402 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 52% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. 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'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
Kirsten Ismail Work History
Kirsten has 21 years of experience.
Ubs Financial Services Inc
Citigroup Global Markets Inc
Kirsten Ismail has no disclosures.
Please visit their SEC profile for more details.