Wassim Mahmoud Abifaker

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → 02/2021
  Td Ameritrade Investors Services
  San Diego, CA
• 02/2021 → 01/2024
  Charles Schwab & Co., Inc.
  San Diego, CA
• 07/2024 → 08/2024
  Cpm Ltd. Dba Manpower Temporary Services
  San Diego, CA
• 09/2024 → Present
  Ubs Financial Services, Inc
  San Diego, CA
• 01/2024 → 07/2024
  Unemployed
  San Marcos, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-27
• S63 Uniform Securities Agent State Law Examination
  2001-01-05

Other Names

• Wassla Mahmoud Abifaker