Rachel Pinner Lobdell

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

• 11/2008 → Present
  Ubs Financial Services Inc
  Winter Haven, FL

Previous Registrations

• 2000-10-01 → 2008-11-18
  Wells Fargo Clearing Services, Llc
  Lakeland, FL
  Lakeland, FL
  Tampa, FL

Other Businesses

WealthEnV LLC,FLUnited States,Entity is a technology and media company whose sole business purpose is the development of a video game to teach financial literacy. It is still in the development phase and it is not involved in financial services, investment advice or the sale of financial products."I am neither a Member nor the Manager of this entity. I have no role within the Entity. The Entity is a Manager Managed LLC. The Entity does not have a Board of Directors. Per Florida law, In a manager-managed limited liability company, a matter relating to the activities and affairs of the company is decided exclusively by the manager, or if there is more than one manager, by the managers, except as expressly provided in this chapter. Section 605.0407"I have NO duties to perform0Start date -3/29/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-12
• S63 Uniform Securities Agent State Law Examination
  1999-11-24

Other Names

• Rachel Dawn Pinner
• Rachel Dawn Gebhardt
• Rachel Dawn Pinner