Ubs Financial Services Inc
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About this Advisor
Shana Metcalf is a financial advisor operating in New York, New York, who has been in the industry for 10 years. Metcalf is on the advisory team at Ubs Financial Services Inc. Over the course of their career, they have held roles at Ubs Financial Services, Education, Oberlin College and Education, High School. Metcalf has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Ubs Financial Services Inc is a firm that has its headquarters in New York, New York. It has offices in 369 locations and a total of 15,605 people on staff. It handles $591 billion in assets among its 975,301 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 5,525 charitable organizations. Of its 975,301 accounts, 58% belong to high-net-worth clients who have greater than $1 million in assets. Ubs Financial Services Inc has a number of services, including 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. Fees for financial management vary depending on which services the firm provides the client. Fee types charged by Ubs Financial Services Inc can consist of 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
Shana Metcalf Work History
Shana has 10 years of experience.
Ubs Financial Services
Education, Oberlin College
Education, High School
Shana Metcalf has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Los Angeles, CA
West Harrison, NY