Daniel
Berger

About this Advisor

Daniel Berger is a financial advisor operating out of Saint Louis, Missouri, who has been in the financial industry for 11 years. Berger is on the advisory team at Ubs Financial Services Inc. They have spent their entire employment at Ubs Financial Services Inc. Berger holds a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in Missouri and Texas. Ubs Financial Services Inc is a financial advisory company operating out of Saint Louis, Missouri. The company has offices in 369 locations and a total of 15,605 financial advisors. It handles $591 billion in assets among its 975,301 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 5,525 charitable organizations. Of its 975,301 client accounts, 58% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has 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. Financial advisory fee schedules typically vary depending on the type of financial services. However, fee types billed by Ubs Financial Services Inc can be comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.