Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Laura Kane is an investment advisor who lives in New York, New York. Currently a registered investment advisor with Ubs Financial Services Inc, Kane has 11 years of professional experience in the financial advisory industry. Kane holds a Series 63 license, certifying the advisor as a securities agent. Kane is registered to work with customers based out of New Jersey. During their career, Kane has held roles at Ubs Financial Services, Jpmorgan Chase and Barclays Capital Inc. Ubs Financial Services Inc is headquartered in New York, New York, and operates out of 369 locations in the United States. As a company, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 accounts and retains more than 13,402 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 453,419 accounts on a discretionary basis, in which 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 capital. Ubs Financial Services Inc can offer 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ubs Financial Services Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Laura Kane Work History
Laura has 11 years of experience.
Ubs Financial Services
Barclays Capital Inc
Laura Kane has no disclosures.
Please visit their SEC profile for more details.