Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Marcela Brown is a financial advisor located in Milwaukee, Wisconsin. Currently a registered advisor with Ubs Financial Services Inc, Brown has 10 years of practice in the financial advisory industry. Brown has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Brown is registered to work with customers in Wisconsin. Their career trajectory has included roles at Ubs, Bartech Group and Us Bank Na. Ubs Financial Services Inc is based out of Milwaukee, Wisconsin, and operates out of 369 additional locations throughout the country. In aggregate, Ubs Financial Services Inc oversees $591 billion in assets throughout 975,301 client accounts and retains more than 15,605 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 522,287 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 58% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable 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's fees may include 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
Marcela Brown Work History
Marcela has 10 years of experience.
Us Bank Na
Marcela Brown has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
San Diego, CA
New York, NY