Ubs Financial Services Inc
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About this Advisor
Marco N Calabro is an advisor whose office is in Peabody, Massachusetts. Currently a registered investment advisor with Ubs Financial Services Inc, Calabro has 12 years of practice as a financial advisor. Calabro maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Calabro is registered to work with investors based out of California. Calabro has worked their career at Ubs Financial Services Inc. Ubs Financial Services Inc is located in Peabody, Massachusetts, and has 369 other offices across the country. As a registered advisory firm, Ubs Financial Services Inc oversees $496 billion in assets across 957,738 accounts and retains more than 13,335 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 500,077 accounts on a discretionary basis, in which 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 greater than $1 million in capital. 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
Marco N Calabro Work History
Marco N has 13 years of experience.
Ubs Financial Services Inc
Marco N Calabro has no disclosures.
Please visit their SEC profile for more details.
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