Heather Renee Voss

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

• 09/2012 → Present
  Ubs Finanial Services Inc.
  Palm Beach, FL

Previous Registrations

• 2009-06-01 → 2012-10-12
  Morgan Stanley
  W. Palm Beach, FL
• 2008-06-26 → 2009-06-01
  Morgan Stanley & Co. Llc
  W. Palm Beach, FL

Other Businesses

1) SCENTSY FRAGRANCE / 11852 42ND RD N ROYAL PALM BEACH,FL 33411 / RETAIL SALE OF HOME FRAGRANCE PRODUCTS/ PRIVATELY HELD / INDEPENDENT SELLER/ START DATE 09/01/2013 2) NAME OF OTHER BUSINESS:Voss Allstar Designs/ INVESTMENT RELATED?: Yes / ADDRESS:11852 42nd Rd N, Royal Palm Beach, 33411 US/ NATURE OF THE BUSINESS: Sole proprietorship / POSITION:Proprietor / owner / DUTIES:I make handmade items out of resin and sell them on Etsy./ START DATE: 1/1/2021 / HOURS DEVOTED TO BUSINESS: NO 3)South Florida Thunderball Inc,FLUnited States,thundernation.org,Sport & Leisure Facilities,Youth Baseball League,Member of Board of directors,Interim Treasurer,Start date -12/1/2025

Exams

• S66 Uniform Combined State Law Examination
  2008-06-23

Other Names

• Heather Renee Carter