Ubs Financial Services Inc
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About this Advisor
Kory Frost is a financial advisor whose office is in Farmington, Michigan. Currently a registered advisor with Ubs Financial Services Inc, they have accumulated 11 years of practice in the financial advisory industry. Frost has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Frost is able to work with customers in Michigan. Throughout their career, they have worked at Ubs Financial Services, Ubs Financial Service Inc, Flagstar Bank and Gamestop. Ubs Financial Services Inc is headquartered in Farmington, Michigan, and operates out of 369 additional locations across the United States. Overall, Ubs Financial Services Inc manages $496 billion in assets across 957,738 accounts and retains more than 13,335 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 500,077 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 56% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Ubs Financial Services Inc offers 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's fees may include 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
Kory Frost Work History
Kory has 12 years of experience.
Ubs Financial Services
Ubs Financial Service Inc
Kory Frost has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc