Paula Nogueira Best

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

• 02/2013 → 12/2018
  M Holdings Securities, Inc.
  Portland, OR
• 05/2014 → 12/2018
  Wingspan Ins. Group, Llc
  San Francisco, CA
• 10/2014 → Present
  First Republic Securities Company, Llc
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-06-11

Designations

• Certified Financial Planner

Other Names

• Paula Nogueira Silva