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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-21 |
| FL | RA | APPROVED | 2015-01-02 |
Branch Locations
100 Se 2Nd Street, Suite 2500, Miami, FL 33131 • United States
1010 S Federal Highway Suite 2601, Hallandale Beach, FL 33009 • United States
1010 S. Federal Highway Suite 2601, Hallandale Beach, FL 33009 • United States
100 S.E. 2Nd Street 25Th, Miami, FL 33131 • United States
4225 Ponce De Leon Blvd Suite 500, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Aventure | FL | 01/2005 | Present |
Karen G. Haber / 1720 Oakwood TerracePenn ValleyPennsylvania19072 / Requesting to be the Healthcare POA for a client / Its not an entity its for an individual client / Its an individual / My client who has become a good friend has no one else to take care of her. She is 78 years old, and lucid, and in good health. We are setting her up with Co-Merica as a Trustee for her finances in case she becomes incapacitated or passes on. We are also engaging with National Care Advisors to look for the best ways to help care for her day to day living, when she needs it. What she does not have is someone that can make healthcare decisions for her that may not be covered in her healthcare directive document. She is asking that I take on that role should she become incapacitated / Healthcare POA / Start Date: 12/15/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-21 |
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