Ubs Financial Services Inc
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About this Advisor
Clifton Spinney is an investment advisor in Nashua, New Hampshire. Currently a registered investment advisor with Ubs Financial Services Inc, they have gathered 10 years of experience as an investment advisor. Spinney has Series 63 and Series 66 licenses, designating them as a securities representative. Spinney is registered to act as a financial advisor in New Hampshire and Texas. Throughout their career, Spinney has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Nashua, New Hampshire, and operates out of 369 other brick-and-mortar locations in the country. As a company, Ubs Financial Services Inc oversees $496 billion in assets throughout 957,738 client accounts and employs more than 13,335 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 500,077 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 56% 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'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
Clifton Spinney Work History
Clifton has 11 years of experience.
Ubs Financial Services Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, Na
Clifton Spinney has disclosures.
Please visit their SEC profile for more details.
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