Ubs Financial Services Inc
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About this Advisor
Steven Quinn is a certified financial planner who works out of New York, New York, who has been in the advisory business for 13 years. Quinn is an employee of Ubs Financial Services Inc. During their career, Quinn has held roles at Wells Fargo Advisors LLC, Wachovia Securities, LLC and Ubs. Quinn holds a Series 63 license, qualifying them as a securities agent, and is approved to advise clients in New Jersey and Texas. Ubs Financial Services Inc is a company that has its headquarters in New York, New York. The investment advisory business has offices in 369 locations and a total of 13,402 financial advisors. It manages $496 billion in total assets across its 922,927 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 4,543 charitable organizations. Of its 922,927 accounts, 52% belong to high-net-worth investors who have at least $1 million in investable assets. The firm provides a broad range 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 advisory services typically vary depending on which services are offered. However, fee types billed by Ubs Financial Services Inc can be comprised 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
Steven Quinn Work History
Steven has 13 years of experience.
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Steven Quinn has disclosures.
Please visit their SEC profile for more details.