Mary Joanne Bevill

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

• 11/2008 → Present
  Ubs Financial Services Inc
  Houston, TX

Previous Registrations

• 1995-06-15 → 2008-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX

Other Businesses

1.OFFICER AND DIRECTOR TO WILSON PROPERTIES A CLOSELY HELD FAMILY CORP 2.LAND THREE,NW PASSAGE II, SANTA SIX, LTD.8955 KATY FRWY, STE 101, HOUSTON, TX 77024.LIMITED PARTNERSHIPS.START DATE OCTOBER 2003.0 HOURS PER MONTH.NONE DURING TRADING HOURS.NOT INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-06
• S63 Uniform Securities Agent State Law Examination
  1995-06-14

Other Names

• Jodie S Wilson
• Joanne S Wilson
• Joanne Springer Wilson
• Mary Joanne Wilson
• Jodie Joanne Wilson
• Joanne S Wilson
• Mary J Bevill
• Jodie Springer Bevill
• Jodie Bevill