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Whitney Ward

Ubs Financial Services Inc.

Wayzata, MN

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-09-07
MN RA APPROVED 2019-12-23
  • CO RA
    APPROVED
    Since 2021-09-07
  • MN RA
    APPROVED
    Since 2019-12-23

Branch Locations

681 Lake Street E. Suite 354, Wayzata, MN 55391-1758 • 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. Wayzata MN 08/2019 Present
Unitedhealthcare Minnetonka MN 01/2018 08/2019
Optum Eden Prairier MN 09/2016 01/2019
  • 08/2019 → Present
    Ubs Financial Services Inc.
    Wayzata, MN
  • 01/2018 → 08/2019
    Unitedhealthcare
    Minnetonka, MN
  • 09/2016 → 01/2019
    Optum
    Eden Prairier, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-23
  • S66 Uniform Combined State Law Examination
    2019-12-23
Other Names
  • Whitney Jo Vacek
  • Whitney Jo Ward

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Wayzata, MN
LARSON FINANCIAL GROUP, LLC · Wayzata, MN
EDWARD JONES · Wayzata, MN
WALLEYE CAPITAL LLC · WAYZATA, MN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WAYZATA, MN
GARDA CAPITAL PARTNERS · WAYZATA, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAYZATA, MN
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