Ubs Financial Services Inc
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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
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 13 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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