UBS Financial Services Inc

Broker-dealer offering investment products and services to clients with more than $250,000 to invest.
Relationships Interlocks Giving Data

Leadership & Staff

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Anita Brennan Bigles
• senior vicepresident ('00→?)
Roberto Fortuño
• broker ('97→?)
Richard Figueroa VP and Senior Advisor at UBS Services
• First Vice President
Richard Fister
• Senior Vice President - Wealth Management
Tara C Corrigall Director of advisory and brokerage services at the Virginia Beach branch of UBS
• Financial Advisor and Director of Advisory and Brokerage Services ('87→?)
Jason Chandler
• CEO
Ronald C Fleischman Stock broker
• Investment Adviser (Jul 16 '02→?)
W Jeffrey Carlton Senior Vice President, Investments, UBS Financial Services
• SVP, investments
Jose M Rivera UBS financial advisor
• Senior member of the JMR Wealth Management Group ('09→?)
Paula D Polito Global Client Strategy Officer, UBS Financial Services, Inc., Wealth management
• Global Client Strategy Officer ('09→?)

Board Members

Carlos Ubiñas
• CEO & president Puerto Rico branch (Sep '89→?)
Robert J Hall Principal, Andesite Holdings
• Executive Director ('00→'05)

Donations

NARAL Minnesota Minnesota NARAL chapter
• Donation/Grant

Child Organizations

UBS Wealth Management USA, Asset Management Arm Privately owned investment manager
• subsidiary

Parents

UBS AG Swiss financial services company
• ultimate parent (Nov 3 '00→?)
UBS Trust Company of Puerto Rico
• affiliate
UBS Americas Inc.
• parent
UBS Financial Services Inc
Updated 3 months ago

Basic Info

Types Organization, Business, Private Company
Start date 1880
Aliases CRD# 8174, PaineWebber Group Inc., PaineWebber Inc., Wealth Management Americas

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