Ubs Financial Services Inc
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About this Advisor
Marion Quina is a certified financial planner based in Nashville, Tennessee, who has been in the advisory business for 10 years. Quina is currently employed by Ubs Financial Services Inc. Over the course of their career, Quina has held roles at Ubs Financial Services and Tripp Quina, J.D., Ll.M., CFP®. Quina maintains a Series 63 license, designating them as a securities representative, and is approved to operate in Tennessee. Ubs Financial Services Inc is a firm that has its headquarters in Nashville, Tennessee. The investment advisory business has offices in 369 locations and a total of 12,710 employees. It manages $692 billion in assets across its 1,073,865 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 5,584 charities and foundations. Of its 1,073,865 client accounts, 66% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers 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 advice depend on the services provided. However, fees billed by Ubs Financial Services Inc most likely include some combination 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
Marion Quina Work History
Marion has 10 years of experience.
Ubs Financial Services
Tripp Quina, J.D., Ll.M., CFP®
Marion Quina has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Los Angeles, CA
San Diego, CA
New York, NY
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.