Ubs Financial Services Inc
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About this Advisor
Heather Steggall is a financial advisor operating out of Birmingham, Michigan, who has nine years of work experience. Steggall works at Ubs Financial Services Inc. They have been employed by Ubs Financial Services Inc for their total career. Steggall maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Ubs Financial Services Inc is a financial advisory firm that has its headquarters in Birmingham, Michigan. It has offices in 369 locations and a total of 13,335 people on staff. It oversees $496 billion in assets across its 957,738 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 4,771 charitable organizations. Of its 957,738 accounts, 56% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a wide set 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 for financial management largely vary depending on which services the firm provides the client. Fees charged by Ubs Financial Services Inc can be comprised 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
Heather Steggall Work History
Heather has 10 years of experience.
Ubs Financial Services Inc
Heather Steggall has no disclosures.
Please visit their SEC profile for more details.
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