Danielle Janet Blaser

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

• 02/2022 → 05/2024
  M1 Finance
  Chicago, IL
• 12/2021 → 01/2024
  Awa Meetings
  Winnetka, IL
• 08/2021 → 12/2021
  Self Employed
  Lake Forest, IL
• 05/2021 → 08/2021
  Exmoor Country Club
  Highland Park, IL
• 02/2021 → 04/2021
  Earls Bar And Kitchen
  Boston, MA
• 08/2017 → 05/2021
  Boston University
  Boston, MA
• 05/2020 → 08/2020
  Exmoor Country Club
  Highland Park, IL
• 06/2019 → 08/2019
  Intellia Theraputics
  Cambridge, MA
• 05/2018 → 08/2018
  Exmoor Country Club
  Highland Park, IL
• 05/2017 → 08/2017
  Unemployed
  Libertyville, IL
• 08/2013 → 05/2017
  Libertyville High School
  Libertyville, IL
• 06/2024 → Present
  Ubs Financial Services, Inc
  Chicago, IL

Previous Registrations

• 2024-04-18 → 2024-06-28
  M1 Advisory
  Chicago, IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-09
• S63 Uniform Securities Agent State Law Examination
  2022-08-08