Ubs Financial Services Inc
About this Advisor
Dale Woolhiser is a financial advisor whose office is in Missoula, Montana. Currently a registered investment advisor with Ubs Financial Services Inc, Woolhiser has an impressive 30 years of practice as a financial advisor. Woolhiser has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Woolhiser is able to work with clients in Montana, Texas and Utah. Woolhiser has gained experience at Silverdale, Inc and Ubs Financial Services Inc. Ubs Financial Services Inc is located in Missoula, Montana, and has 369 additional offices throughout the nation. As an advisor firm, Ubs Financial Services Inc oversees $591 billion in assets covering 975,301 client accounts and retains more than 15,605 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 522,287 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 58% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. 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 may charge clients 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
Dale Woolhiser Work History
Dale has 30 years of experience.
Ubs Financial Services Inc
Dale Woolhiser has disclosures.
Please visit their SEC profile for more details.
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