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Kayla Kastner

Ubs Financial Services Inc.

Baltimore, MD

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-08-12
  • MD RA
    APPROVED
    Since 2024-08-12

Branch Locations

500 East Pratt Street, Baltimore, MD 21202 • 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 Baltimore MD 11/2022 Present
Edelman Financial Engines Ellicott City MD 10/2018 11/2022
Financial Freedom Mortgage Llc Elkridge MD 07/2017 07/2018
Mt Airy Eye Care Mt Airy MD 05/2015 01/2017
East Carolina University Greeville NC 08/2013 05/2017
  • 11/2022 → Present
    Ubs
    Baltimore, MD
  • 10/2018 → 11/2022
    Edelman Financial Engines
    Ellicott City, MD
  • 07/2017 → 07/2018
    Financial Freedom Mortgage Llc
    Elkridge, MD
  • 05/2015 → 01/2017
    Mt Airy Eye Care
    Mt Airy, MD
  • 08/2013 → 05/2017
    East Carolina University
    Greeville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-10
  • S66 Uniform Combined State Law Examination
    2024-08-10

View on SEC IAPD

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EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
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EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
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