Winona Chere Ward

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

• 05/2002 → Present
  Ubs Financial Services Inc.
  Sugar Land, TX

Previous Registrations

• 2002-04-23 → 2002-05-03
  Prudential Equity Group, Llc
  San Antonio, TX

Other Businesses

1. Aaron Air/AMW ServicesUnited States, Needville TX United States-77461, Sole proprietorship, Services (Business, Professional, Support), HVAC Business, Proprietor / ownerMy husband has an HVAC company for over 25 years. We married in 2023 and I have been asked to assist with recordkeeping and check signature, start date-12/20/2024

Exams

• S66 Uniform Combined State Law Examination
  2002-04-09
• S63 Uniform Securities Agent State Law Examination
  2002-03-22

Other Names

• Winona Chere Robison
• Winona Chere Mouser
• Chere Lampis
• Winona Chere Robison
• Winona Chere Lampis
• Winona Ward