Ubs Financial Services Inc
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About this Advisor
Daniel Collins is a certified financial planner whose office is in New York, New York. Currently a registered advisor at Ubs Financial Services Inc, Collins has 11 years of work experience as a financial advisor. Collins holds Series 63 and Series 66 licenses, certifying them as a securities agent. Collins is registered to operate in Texas. Collins has gained experience at Lenox Advisors Inc, Mml Investors Services Inc, Wealth Edge and Ubs Financial Services Inc. Ubs Financial Services Inc is located in New York, New York, and operates out of 369 brick-and-mortar locations in the country. As a company, Ubs Financial Services Inc manages $496 billion in assets across 922,927 accounts and employs more than 13,402 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 52% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Ubs Financial Services Inc provides 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
Daniel Collins Work History
Daniel has 11 years of experience.
Ubs Financial Services Inc
Lenox Advisors Inc
Mml Investors Services Inc
Daniel Collins has no disclosures.
Please visit their SEC profile for more details.