Peter
Noone

Ubs Financial Services Inc

CRD#6173187
Investment Advisor
in Seattle, WA
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About this Advisor

Peter Noone is a certified financial planner operating out of Seattle, Washington, with 22 years of work experience. Noone works at Ubs Financial Services Inc. Their career trajectory has included roles at Consultant, Principal Life Insurance Company, Princor Financial Services Corporation, Community Buzz Marketing, Invitel Holdings, X2 Impact Inc and Ubs Financial Services, Inc. Noone maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington. Ubs Financial Services Inc is a registered investment company that has its headquarters in Seattle, Washington. The company has offices in 369 locations and a total of 13,402 advisors. It manages $496 billion in assets across its 922,927 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 4,543 charities and foundations. Of its 922,927 customer accounts, 52% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Ubs Financial Services Inc has 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. A financial advisor's fees largely are based on which services are provided. Fee types billed by Ubs Financial Services Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

22 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

925 4Th Ave 31St and 32Nd Floor
Seattle, WA 98104

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,090,415,121

WA Average: $10,121,009,343
Total Number of Employees

13,402

WA Average: 92
Total Number of Accounts

922,927

WA Average: 6,978
Average Account Size

$537,519

WA Average: $1,450,417

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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

Peter Noone Work History

Peter has 22 years of experience.

2018 - Present (1 years)

Ubs Financial Services, Inc

2013 - 2018 (5 years)

Principal Life Insurance Company

2013 - 2018 (5 years)

Princor Financial Services Corporation

2011 - 2013 (2 years)

Community Buzz Marketing

2010 - 2011 (1 years)

Consultant

2010 - 2011 (1 years)

X2 Impact Inc

1996 - 2010 (14 years)

Invitel Holdings

Disclosures

Peter Noone has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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