Maren Dael Boudra

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

• 01/2009 → 08/2021
  Ubs Financial Services Inc
  Houston, TX
• 01/2022 → Present
  Ubs Financial Services Inc
  Houston, TX
• 08/2021 → 12/2021
  Mdb Consulting Llc
  Houston, TX

Previous Registrations

• 2009-01-14 → 2021-09-08
  Ubs Financial Services Inc.
  Houston, TX
• 2008-05-06 → 2009-01-16
  Morgan Stanley & Co. Llc
  Houston, TX
• 2008-02-20 → 2008-04-22
  Edward Jones
  Friendswood, TX
  St Louis, MO

Other Businesses

1)Name: Aria Design Inc./Investment related:yes/105 Marrakech Ct. Bellaire, TX 77401/Interior Design/Founder/Owner/start date;9/1/2021/0 hours during securities trading hours/I design and decorate interiors of homes and businesses

Exams

• S66 Uniform Combined State Law Examination
  2008-02-15
• S63 Uniform Securities Agent State Law Examination
  2006-07-28

Other Names

• Maren Dael Mobley
• Maren Boudra
• Maren Dael Boudra
• Maren D. Boudra