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Top 7 Cliffhangers. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages , accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf.

Ubs Financial Services Inc offers 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.

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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. Release date October 16, United States. United States United Kingdom India. Official site.

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Zip Code. Senior Investments, Portfolio Management, and Retirement Planning Resources Senior Finance Advisor is dedicated to helping people find a reputable financial advisor that can help them reach their retirement goals. Pre-Screened, expert financial advisors.