Raymond
Forster

Ubs Financial Services Inc

CRD#1361213
Investment Advisor
in Peabody, MA

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About this Advisor

Raymond Forster is a financial advisor who works in Peabody, Massachusetts, with a total of 12 years in the industry. Forster is an employee of Ubs Financial Services Inc. Throughout their career, they have worked at Raymond James Financial Services, Insurance-Non Variable, Raymond James Financial Services Advisors Inc, Raymond James Financial Services Advisors, Inc and Ubs Financial Services Inc. Forster holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Ubs Financial Services Inc is a financial advisory company that has its headquarters in Peabody, Massachusetts. The company has offices in 369 locations and a total of 13,335 employees. It has $496 billion in assets under management between its 957,738 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 4,771 charitable organizations. Of its 957,738 accounts, 56% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a number of services, such as 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. Fees charged by financial advisors typically are based on which services are offered. However, fee types charged by Ubs Financial Services Inc may include any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

8 Essex Center Drive 2Nd Floor
Peabody, MA 01960

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

MA Average: $10,121,009,343
Total Number of Employees

13,335

MA Average: 92
Total Number of Accounts

957,738

MA Average: 6,978
Average Account Size

$517,923

MA Average: $1,450,417

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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 13 years of experience.

2011 - Present (9 years)

Ubs Financial Services Inc

2009 - 2011 (2 years)

Raymond James Financial Services Advisors Inc

2009 - 2011 (2 years)

Raymond James Financial Services Advisors, Inc

2008 - 2011 (3 years)

Insurance-Non Variable

2007 - 2011 (4 years)

Raymond James Financial Services

Disclosures

Raymond Forster has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Brent Barnhart
Birmingham, MI
John Dunahoo
Franklin, TN
Deidra Geraghty
Palo Alto, CA
Christopher Albanese
Weehawken, NJ
Casey Arundel
Atlanta, GA
Magda Malinowski
Chicago, IL
Evan Bloomberg
Short Hills, NJ
Fay Fruin-Jameson
Los Gatos, CA

This content was compiled from the SEC and FINRA.

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