Sheri-Anne Natalia Danner

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

• 04/2015 → 11/2016
  Metlife Securities Inc
  Tamarac, FL
• 01/2017 → Present
  Ubs Bank Usa
  Palm Beach, FL
• 02/2017 → Present
  Ubs Finanical Services
  Palm Beach, FL

Previous Registrations

• 2015-04-28 → 2016-12-13
  Msi Financial Services, Inc.
  Boynton Beach, FL
  Tamarac, FL
  Charlotte, NC
• 2007-10-18 → 2015-04-07
  Wells Fargo Clearing Services, Llc
  Lantana, FL
  West Palm Beach, FL
  Fort Lauderdale, FL
  Boynton Beach, FL
  Boca Raton, FL
  Lake Worth, FL
  Sunrise, FL
  Lauderhill, FL
  Boca Raton, FL
  Lantana, FL
• 2004-06-16 → 2006-07-03
  Ameriprise Financial Services, Llc
  Palm Beach Gardens, FL
  Boca Raton, FL

Other Businesses

Danner Time LLC / This is a new mobile APP start up company my husband and I are forming. The company is working on developing an interactive mobile APP. The APP has not yet been developed but the LLC was created which will be the owner of the APP. My husband and I are both joint owners of the LLC. The mobile APP will be an interactive place where neighbors can borrow household items from their neighbors for a specific period of time to complete tasks around the house. Neighbors will be able to borrow thinks like lawn mowers, snow blowers, gardening tools, ladders, power washers etc. The APP is still being designed, and we created the LLC in advance of its completion. This creates no conflict with my existing role here at UBS. / 7630 Topiary Ave / Boynton Beach / Florida / United States / 33437 / NA / will assist in managing the company / No Active No / No

Exams

• S66 Uniform Combined State Law Examination
  2004-06-11

Other Names

• Sheri-Anne Ralliford
• Sheri-Anne Natalia Ralliford