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Peter Ivan Beswerchij

Ubs Financial Services Inc.

Birmingham, MI

Plano, TX

Troy, MI

CRD 2033407

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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

AuthorityCategoryStatusDate
MI RA APPROVED 2010-09-10
TX RA APPROVED_RES 2010-03-18
  • MI RA
    APPROVED
    Since 2010-09-10
  • TX RA
    APPROVED_RES
    Since 2010-03-18

Branch Locations

325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • United States

Plano, TX • United States

Troy, MI • 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
OrganizationCityStateFromTo
Ubs Financial Services Troy MI 01/2006 Present
  • 01/2006 → Present
    Ubs Financial Services
    Troy, MI
Previous Registrations
  • 2003-01-03 → 2006-01-09
    Morgan Stanley Dw Inc.
    Birmingham, MI
Other Businesses

Motor City Tai Chi; Tai Chi Instructor; 1451 E Big Beaver Rd, Troy, MI; Start date: 2016-09-06

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-18
S63 Uniform Securities Agent State Law Examination 1990-05-31
  • S65 Uniform Investment Adviser Law Examination
    1995-01-18
  • S63 Uniform Securities Agent State Law Examination
    1990-05-31

View on SEC IAPD

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