Ubs Financial Services Inc
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About this Advisor
Stacey Parker is a financial advisor based out of Kansas City, Missouri, who has been in the industry for 26 years. Parker works at Ubs Financial Services Inc. Parker has gained experience at Ameriprise Financial Services Inc, Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Ubs Financial Services Inc. Parker has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Kansas and Missouri. Ubs Financial Services Inc is an advisory business operating out of Kansas City, Missouri. The company has offices in 369 locations and a total of 13,402 employees. It controls $496 billion in assets under management across its 922,927 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 4,543 charitable organizations. Of its 922,927 customer accounts, 52% are associated with high-net-worth investors who have more than $1 million in assets. Ubs Financial Services Inc provides 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. Fees for financial management largely are based on the type of financial services provided. Fee types charged by Ubs Financial Services Inc can include some blend 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
Stacey Parker Work History
Stacey has 26 years of experience.
Ubs Financial Services Inc
Ameriprise Financial Services Inc
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Stacey Parker has no disclosures.
Please visit their SEC profile for more details.