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Lisa Marie Cuckovich

Ubs Financial Services Inc.

Birmingham, MI

CRD 7615623

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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
MI RA APPROVED 2025-06-10
  • MI RA
    APPROVED
    Since 2025-06-10

Branch Locations

325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • 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 Birmingham MI 09/2022 Present
Costco Wholesale Auburn Hills MI 10/2017 04/2022
Academy Of The Sacred Heart Bloomfield Hills MI 08/1995 08/2020
International Academy Bloomfield Hills MI 08/2020 09/2022
  • 09/2022 → Present
    Ubs Financial Services, Inc
    Birmingham, MI
  • 10/2017 → 04/2022
    Costco Wholesale
    Auburn Hills, MI
  • 08/1995 → 08/2020
    Academy Of The Sacred Heart
    Bloomfield Hills, MI
  • 08/2020 → 09/2022
    International Academy
    Bloomfield Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-10
  • S66 Uniform Combined State Law Examination
    2025-06-10
Other Names
  • Lisa Marie Mitchell

View on SEC IAPD

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