Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Candi Trevino is a certified financial planner in Austin, Texas. Currently a registered investment advisor at Ubs Financial Services Inc, they have gathered 14 years of work experience as a financial advisor. Trevino holds Series 63 and Series 66 licenses, qualifying them as a securities agent. Trevino can work with customers based out of Texas. Trevino has gained experience at Jp Morgan Chase Na, Sears Holdings, Abilene Christian University, Axa Advisors, LLC, Chase Investment Services Corp, J.P. Morgan Securities LLC and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Austin, Texas, and has 369 additional locations in the nation. As a company, Ubs Financial Services Inc oversees $496 billion in assets dispersed across 922,927 accounts and retains more than 13,402 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 52% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. 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
Candi Trevino Work History
Candi has 14 years of experience.
Ubs Financial Services Inc
J.P. Morgan Securities LLC
Jp Morgan Chase Na
Axa Advisors, LLC
Chase Investment Services Corp
Abilene Christian University
Candi Trevino has disclosures.
Please visit their SEC profile for more details.