Lori M Skiba

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

• 07/2007 → 10/2016
  Ubs Financial Services
  Northbrook, IL
• 11/2016 → 07/2018
  Ameriprise Financial Services, Inc.
  Barrington, IL
• 08/2018 → 02/2020
  Morgan Stanley
  Barrington, IL
• 02/2020 → Present
  Ubs Financial Services Inc
  Northbrook, IL

Previous Registrations

• 2018-12-05 → 2020-02-18
  Morgan Stanley
  Barrington, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-12-05
• S63 Uniform Securities Agent State Law Examination
  2010-02-22

Other Names

• Lori Michelle Hendrickson
• Lori M Hendrickson
• Lori M. Skiba
• Lori M Skiba