Best Investors Account Sign in

Meredith Trautschold

Ubs Financial Services Inc.

Chattanooga, TN

CRD 5574770

Claim This Profile
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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-07-21
TN RA APPROVED 2010-05-25
  • TX RA
    APPROVED_RES
    Since 2014-07-21
  • TN RA
    APPROVED
    Since 2010-05-25

Branch Locations

One Union Square, Chattanooga, TN 37402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Chattanooga TN 04/2010 Present
Previous Registrations
Other Businesses

HOT YOGA PLUS / 2025 WOODMONT BLVD #119 NASHVILLE,TN 37215 / YOGA INSTRUCTOR/ START DATE 4/18/2014 /ANNUAL COMP 2,500

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-18
  • S66 Uniform Combined State Law Examination
    2009-09-18
Other Names
  • Meredith C Ingle

View on SEC IAPD

More in Chattanooga, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor