David
Greenman
Ubs Financial Services Inc
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About this Advisor
David Greenman is a financial advisor based in Dallas, Texas, working with UBS Financial Services Inc. David has previously held positions at UBS Financial Services Inc and JPMorgan Chase Bank, N.A. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, David is part of UBS Financial Services Inc, which operates out of Dallas, Texas. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
$702,387,082,915
12,701
1,093,486
$642,338
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
David Greenman Work History
Ubs Financial Services Inc
Jpmorgan Chase Bank, N.A
Disclosures
Please visit the SEC profile of David Greenman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ubs Financial Services Inc
Everett, WA
Weehawken, NJ
Bethesda, MD
Palo Alto, CA
Knoxville, TN
Short Hills, NJ
Mount Laurel, NJ
New York, NY
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