Ubs Financial Services Inc
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About this Advisor
Raymond Forster is an advisor who works out of Peabody, Massachusetts. Currently an investment advisor with Ubs Financial Services Inc, Forster has 11 years of practice in the financial advisory industry. Forster holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Forster is able to advise customers in Texas. Their career trajectory has included roles at Insurance-Non Variable, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Raymond James Financial Services Advisors, Inc and Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Peabody, Massachusetts, and operates out of 369 offices in the United States. As a registered advisory firm, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 accounts and retains more than 13,402 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 52% of the investment firm's clients are high-net-worth individuals, meaning they have over $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 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
Raymond Forster Work History
Raymond has 11 years of experience.
Ubs Financial Services Inc
Raymond James Financial Services Advisors Inc
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Raymond Forster has disclosures.
Please visit their SEC profile for more details.
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