Zachary
Slater
Ubs Financial Services Inc
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About this Advisor
Zachary Slater is a financial advisor based in Portsmouth, New Hampshire, working with UBS Financial Services Inc. Zachary has previously held a position at UBS Financial Services Inc. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire and Texas. Currently, Zachary is part of UBS Financial Services Inc, which operates out of Portsmouth, New Hampshire. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
$702,387,082,915
12,701
1,093,486
$642,338
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
Zachary Slater Work History
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Zachary Slater to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ubs Financial Services Inc
Everett, WA
Weehawken, NJ
Bethesda, MD
Palo Alto, CA
Knoxville, TN
Short Hills, NJ
Mount Laurel, NJ
New York, NY
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