Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
David Schoen is a certified financial planner who works out of Austin, Texas, who has 10 years of work experience. Schoen works at Ubs Financial Services Inc. During their career, the advisor has held roles at Charles Schwab, Corporate Executive Board, Top Shelf Design, Hanover Research, La Corsha Hospitality, Ubs Financial Services and Ubs Financial Services Inc. Schoen has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Ubs Financial Services Inc is a financial advisory firm operating out of Austin, Texas. The firm has offices in 369 locations and a total of 13,402 advisors. It controls $496 billion in assets between its 922,927 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 4,543 charitable organizations. Of its 922,927 accounts, 52% are held by high-net-worth clients who have more than $1 million in investable assets. Ubs Financial Services Inc performs a number of services, such as 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 charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Ubs Financial Services Inc most likely are comprised of 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
David Schoen Work History
David has 10 years of experience.
Ubs Financial Services
Ubs Financial Services Inc
La Corsha Hospitality
Top Shelf Design
Corporate Executive Board
David Schoen has no disclosures.
Please visit their SEC profile for more details.