Valerie H Erfort

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2008-06-27

IL RA
APPROVED

Since 2008-06-27

Branch Locations

303 East Main Street 3Rd Floor, Barrington, IL 60010 • United States

257 East Main Street, Barrington, IL 60010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Barrington	IL	12/1999	Present

12/1999 → Present

Ubs Financial Services Inc.

Barrington, IL

Other Businesses

VALERIE ERFORT / 1011 N KNOLLWOOD DR PALATINE,IL 60067 / SOLE PROPRIETORSHIP/ REAL ESTATE / RENTAL PROPERTY / SOLE PROPRIETORSHIP / / MANAGE RENTAL PROPERTY / START DATE 8/14/2014

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-06-26
S63	Uniform Securities Agent State Law Examination	2001-04-10

S65 Uniform Investment Adviser Law Examination

2008-06-26
S63 Uniform Securities Agent State Law Examination

2001-04-10

View on SEC IAPD

Current Employers

Ubs Financial Services Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews