Heather
Steggall

Ubs Financial Services Inc

CRD#3133356
Investment Advisor
in Birmingham, MI

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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

Series 66

Years of Experience

10 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

No

Office Location

325 N Old Woodward Ave Suite 200
Birmingham, MI 48009

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

MI Average: 92
Total Number of Accounts

957,738

MI Average: 6,978
Average Account Size

$517,923

MI 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

Heather Steggall Work History

Heather has 10 years of experience.

2010 - Present (10 years)

Ubs Financial Services Inc

Disclosures

Heather Steggall has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Nicole Hiller
Wayzata, MN
Mark Thompson
Los Angeles, CA
Christopher Albanese
Weehawken, NJ
Patrick Harrington
Weehawken, NJ
Anita Humphrey
Clearwater, FL
Richard Henningsen
Anchorage, AK
Kimberly Sampson
Fort Lauderdale, FL
Magda Malinowski
Chicago, IL

This content was compiled from the SEC and FINRA.

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