Christian Perry Clausen

Ubs Financial Services Inc.

CRD 7379767

Claim This Profile

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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-09-30
WA	RA	APPROVED	2021-10-12

TX RA
APPROVED_RES

Since 2024-09-30
WA RA
APPROVED

Since 2021-10-12

Branch Locations

Edmonds, WA • United States

1604 Hewitt Avenue Suite 601, Everett, WA 98201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
University Of Washington	Seattle	WA	09/2017	03/2021
Aloha Car Wash Company	Bothell	WA	08/2017	05/2020
Parcion Private Wealth	Bellevue	WA	04/2020	08/2020
Ubs Financial Services	Everett	WA	06/2021	Present
Mukilteo School District	Mukilteo	WA	09/2005	06/2017

09/2017 → 03/2021

University Of Washington

Seattle, WA
08/2017 → 05/2020

Aloha Car Wash Company

Bothell, WA
04/2020 → 08/2020

Parcion Private Wealth

Bellevue, WA
06/2021 → Present

Ubs Financial Services

Everett, WA
09/2005 → 06/2017

Mukilteo School District

Mukilteo, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-12

S66 Uniform Combined State Law Examination

2021-10-12

View on SEC IAPD

More in Edmonds, WA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor