Ubs Financial Services Inc
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About this Advisor
Eric Ayarzagoitia Trevino is a financial advisor whose office is in San Antonio, Texas. Currently an investment advisor with Ubs Financial Services Inc, they have accumulated nine years of experience in the financial advisory industry. Ayarzagoitia Trevino maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Ayarzagoitia Trevino is registered to act as an advisor based out of Texas. Throughout their career, Ayarzagoitia Trevino has worked at Ubs Financial Services and Grupo Financiero Invex. Ubs Financial Services Inc is based out of San Antonio, Texas, and has 369 other locations in the country. In total, Ubs Financial Services Inc manages $496 billion in assets across 957,738 accounts and employs more than 13,335 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 500,077 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 56% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in 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
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
Eric Ayarzagoitia Trevino Work History
Eric has 10 years of experience.
Ubs Financial Services
Grupo Financiero Invex
Eric Ayarzagoitia Trevino has no disclosures.
Please visit their SEC profile for more details.
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