James Eldras Marnell

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 → 05/2018
  Nationwide Securities, Llc
  Dublin, OH
• 05/2018 → Present
  Ubs Financial Services Inc.
  Sewickley, PA

Previous Registrations

• 2013-01-25 → 2018-05-23
  Nationwide Securities, Llc
  Greensburg, PA
  Lower Burrell, PA
  New Alexandria, PA
  Scottdale, PA
  Jefferson Hills, PA
  Murrysville, PA
  Jeannette, PA

Exams

• S66 Uniform Combined State Law Examination
  2013-01-22