Joshua Ian Knickerbocker

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

• 08/2017 → Present
  Ubs Financial Services
  Miami, FL
• 03/2016 → 08/2017
  Ubs Financial Services
  Coral Gables, FL
• 08/2013 → 04/2017
  Honors College At Florida International University (Fiu)
  Miami, FL

Other Businesses

1) FIU Honors College Alumni Community Board, Miami Florida United States-33199, Educational Establishment, The Mission of the FIU Honors College Alumni Community is to help graduates to continue being life-long learners beyond graduation by offering professional development. We hope to assist graduates by not only giving back to their local community and the university but most importantly current Honors Students on their way to graduation into the real world, President, As President of the Board, I am expected to 1. Serve as Community ambassadors 2. Help engage, elevate, and showcase the FIU Honors College Alumni to better their local communities and FIU 3. Inspire alumni to advocate and inspire current FIU Honors College students 4. Foster a culture of philanthropy, fellowship, and community, start date-9/2/2024,

Exams

• S66 Uniform Combined State Law Examination
  2018-11-16