Courtney Nicole Prefontaine

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

• 01/2023 → Present
  Ubs Financial Services
  Weehawken, NJ
• 07/2022 → 01/2023
  Stillwater Spirits And Sounds
  Dana Point, CA
• 08/2019 → 04/2020
  University Of Redlands
  Redlands, CA
• 05/2017 → 08/2018
  Sprouts Farmers Market
  San Clemente, CA
• 08/2018 → 05/2019
  University Of Redlands
  Redlands, CA
• 08/2019 → 05/2020
  University Of Redlands
  Redlands, CA
• 08/2020 → 05/2021
  University Of Redlands
  Redlands, CA
• 08/2021 → 05/2022
  University Of Redlands
  Redlands, CA
• 08/2016 → 06/2017
  Dana Hills High School
  Dana Point, CA
• 08/2017 → 06/2018
  Dana Hills High School
  Dana Point, CA
• 05/2019 → 08/2019
  Bjs Brewhouse
  Laguna Beach, CA
• 05/2020 → 08/2020
  Marketsource
  Mission Viejo, CA
• 05/2021 → 10/2021
  Johnny's Tacos And Sports
  Redlands, CA
• 03/2022 → 05/2022
  Johnny's Tacos And Sports
  Redlands, CA
• 08/2020 → 04/2021
  University Of Redlands
  Redlands, CA
• 08/2021 → 04/2022
  University Of Redlands
  Redlands, CA
• 05/2018 → 08/2018
  Mission Viejo Nadadores
  Mission Viejo, CA
• 05/2019 → 08/2019
  Mission Viejo Nadadores
  Mission Viejo, CA
• 05/2022 → 07/2022
  Unemployed
  Salzburg

Other Businesses

Brazen Athletics ,Hyrox affiliated gym to promote strength and longevity, NJ United States , I will be coaching workout classes Start date - 6/22/2026

Exams

• S66 Uniform Combined State Law Examination
  2023-05-01