Financial ADVSR advisor directory · SEC adviser records
UBS Financial Services Inc. financial advisors in Westlake, OH
Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Westlake, A to Z.
The short answer
24 registered advisors work at UBS Financial Services Inc. in Westlake, out of 8,476 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 24 are also registered broker representatives.
UBS Financial Services Inc. advisors in Westlake, A to Z
Every UBS Financial Services Inc. advisor →- Joshua J. BasenAlso a broker rep
- Kyle BlinkhornAlso a broker rep
- Bradley T. BoeckmanAlso a broker rep
- Jill L. BrafordAlso a broker rep
- Brian K. CahillAlso a broker rep
- Daniel B. Cotter Jr.Also a broker rep
- Damion A. CrannisAlso a broker rep
- Amy DienesAlso a broker rep
- Andrew EyermanAlso a broker rep
- John H. Eyerman Jr.Also a broker rep
- Daniel P. Gaertner Sr.Also a broker rep
- Christopher M. GreenAlso a broker rep
- Patrick J. HollandAlso a broker rep
- Patricia A. KelleyAlso a broker rep
- Meghan E. LathamAlso a broker rep
- Julianna J. MillerAlso a broker rep
- Emily G. MinnichAlso a broker rep
- Michael S. OravetzAlso a broker rep
- Jean L. RaabAlso a broker rep
- Anna G. RodiselAlso a broker rep
- Ramona L. ShankAlso a broker rep
- Scott A. SlavikAlso a broker rep
- Brandon C. SpitzerCertified Financial Planner · Also a broker rep
- Dawson D. TreadwayAlso a broker rep
UBS Financial Services Inc. advisors in every city and state →UBS Financial Services Inc.: assets, clients and custodians →UBS news and advisor moves →UBS Financial Services Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →
UBS Financial Services Inc. advisors in other cities
New York, NY 953Weehawken, NJ 598San Francisco, CA 209Cincinnati, OH 195Houston, TX 187Chicago, IL 183Boston, MA 174Charlotte, NC 144Atlanta, GA 139Dallas, TX 137Los Angeles, CA 137Miami, FL 130Coral Gables, FL 126Denver, CO 121San Diego, CA 121
Other firms in Westlake
All Westlake advisors →Prosperity Capital Advisors 32Morgan Stanley 22Strategic Advisers LLC 20Raymond James & Associates, Inc. 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 18RBC Capital Markets, LLC 18Ameriprise Financial Services, LLC 14Charles Schwab & Co., Inc. 13Wells Fargo Clearing Services, LLC 13Raymond James Financial Services Advisors, Inc. 12Cambridge Investment Research Advisors, Inc. 11Wells Fargo Advisors Financial Network, LLC 10
Questions
How many financial advisors does UBS Financial Services Inc. have in Westlake?
24 investment adviser representatives are registered at UBS Financial Services Inc. offices in Westlake, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 8,476 nationwide. 1 list the CFP designation and 24 are also registered as broker representatives.
Is UBS Financial Services Inc. one of the largest advisor employers in Westlake?
UBS Financial Services Inc. ranks number 2 in Westlake by registered advisors; Prosperity Capital Advisors has the most, with 32.
How do I check a UBS Financial Services Inc. advisor in Westlake?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the UBS Financial Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.