Theresa
Schaefer

Ubs Financial Services Inc

CRD#2580396
Investment Advisor
in Muskegon, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Theresa Schaefer is a financial advisor who works out of Muskegon, Michigan, who has been in the industry for 25 years. Schaefer is currently employed by Ubs Financial Services Inc. Their career trajectory has included roles at Ubs Financial Services Inc and Painewebber. Schaefer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Ubs Financial Services Inc is a registered investment business based out of Muskegon, Michigan. The company has offices in 369 locations and a total of 15,605 advisors. It controls $591 billion in total assets among its 975,301 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 5,525 charities and foundations. Of its 975,301 accounts, 58% are associated with high-net-worth clients who have more than $1 million in investable assets. The business performs a number of services, including 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. Financial advisory fees typically vary depending on which services are provided. However, fee types charged by Ubs Financial Services Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 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

945 West Norton Avenue
Muskegon, MI 49441

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

MI Average: 92
Total Number of Accounts

975,301

MI Average: 6,978
Average Account Size

$606,337

MI Average: $1,450,417

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Theresa Schaefer Work History

Theresa has 25 years of experience.

1995 - Present (26 years)

Ubs Financial Services Inc

1995 - Present (26 years)

Painewebber

Disclosures

Theresa Schaefer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Brennan Collins
Springfield, MA
Thomas Ladd
New York, NY
Quillian Grindstaff
Charlotte, NC
Tessa Zhang
Weehawken, NJ
Kay Buel
Kansas City, MO
Ronald Jeff Winters
New York, NY
Elske Parker
Weehawken, NJ
Joseph Michael Reilly
Florham Park, NJ

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started