Danielle Stimus

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

• 11/2013 → Present
  Ubs Financial Services Inc
  New York, NY

Other Businesses

1)NYS NOTARY / 190 72ND STREET BROOKLYN,NY 11209 / NYS NOTARY/ START DATE 4/7/2014 NAME OF OTHER BUSINESS: Rental Property - 2700 Bayshore Blvd, Unit 6103, Dunedin FL 34698 / INVESTMENT RELATED?: Y / ADDRESS: 2700 Bayshore Blvd, Unit 6103, Dunedin FL 34698 / NATURE OF THE BUSINESS: Real Estate / POSITION: Landlord / DUTIES: Collect Rent and maintain our property/ START DATE: 11/1/22 / HOURS DEVOTED TO BUSINESS: NA NAME OF OTHER BUSINESS: Rental Property - 2700 Bayshore Blvd, Unit 9106, Dunedin FL 34698 / INVESTMENT RELATED?: Y / ADDRESS: Rental Property - 2700 Bayshore Blvd, Unit 9106, Dunedin FL 34698 / NATURE OF THE BUSINESS: Real Estate / POSITION: Landlord / DUTIES: Collect Rent and maintain our property/ START DATE: 11/1/22 / HOURS DEVOTED TO BUSINESS: NA

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-12-29

Other Names

• Danielle Marie Nickolson