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Tara G Huntzicker

Ubs Financial Services Inc.

Lincoln Park, MI

Detriot, MI

CRD 4383309

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-09-29
ME RA APPROVED 2021-09-20
  • MI RA
    APPROVED
    Since 2021-09-29
  • ME RA
    APPROVED
    Since 2021-09-20

Branch Locations

Lincoln Park, MI • United States

1217 Woodward Avenue 32Nd Floor, Detriot, MI 48226 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Detroit MI 03/2000 Present
Ubs Financial Services Inc Detroit MI 09/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-29
  • S66 Uniform Combined State Law Examination
    2009-05-29
Other Names
  • Tara G Huntzicker
  • Tara Gene Huntzicker

View on SEC IAPD

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