Teresa E Venesina

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

• 02/2009 → Present
  Ubs Financial Services Inc
  Southampton, NY

Other Businesses

JTEN DRA EDGEWATER RESTAURANT, RESTAURANT CO-OWNER/SECRETARY, JUNE 1999 ZERO HRS PER.MO ZERO HRS.DURING MKT.HRS. NONE 2)JTEN PROPERTIES LLC / 295 E MONTAUK HWY HAMPTON BAYS,NY 11946 / REAL ESTATE / RENTAL PROPERTY / PARTNER / START DATE 8/6/2014 3) 295 Montauk Hwy Inc / 295 E Montauk Hwy Hampton Bays,New York 11946 / Sole proprietorship/ Real Estate / real estate holding co for our restaurant / Officer / / pay bills / Start Date 06/14/1999 4) Jten Holding LLC / 293 East Montauk Hwy Hampton Bays,NY 11946 / Partnership/ Real Estate / Hotel/Restaurant / Partner / / Pay bills / Start Date 05/02/2016 /

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-10
• S63 Uniform Securities Agent State Law Examination
  1997-06-28

Other Names

• Teresa Drew