Kendra
Kasznel

Ubs Financial Services Inc

CRD#6298378
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Kendra Kasznel is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently an advisor with Ubs Financial Services Inc, Kasznel has 11 years of experience as a financial advisor. Kasznel holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Kasznel can advise customers based out of Pennsylvania. During their career, Kasznel has held roles at Pncbank, Pnc Bank, Pnc Investments, Max And Erma'S and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Pittsburgh, Pennsylvania, and has 369 other locations in the United States. As a registered investment advisory firm, Ubs Financial Services Inc oversees $496 billion in assets across 922,927 accounts and employs more than 13,402 people. The firm's total assets under management makes it one of 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 firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ubs Financial Services Inc can provide 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

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

Bny Mellon Center 500 Grant Street, 46Th Floor
Pittsburgh, PA 15219

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

PA Average: $10,121,009,343
Total Number of Employees

13,335

PA Average: 92
Total Number of Accounts

957,738

PA Average: 6,978
Average Account Size

$517,923

PA Average: $1,450,417

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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

Kendra Kasznel Work History

Kendra has 11 years of experience.

2015 - Present (4 years)

Ubs Financial Services Inc

2014 - 2015 (1 years)

Pnc Bank

2014 - 2015 (1 years)

Pnc Investments

2013 - 2014 (1 years)

Pncbank

2012 - 2013 (1 years)

Pncbank

2011 - 2012 (1 years)

Pncbank

2010 - 2011 (1 years)

Pncbank

2007 - 2011 (4 years)

Max And Erma'S

Disclosures

Kendra Kasznel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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