Marilyn Ann Page

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

• 11/2013 → Present
  Ubs Financial Services Inc
  Houston, TX

Other Businesses

1)HOUSTON LIVESTOCK SHOW AND RODEO / EDUCATIONAL CHARITY FOR CHILDREN IN TEXAS / START DATE 11/18/2003 / 2-3 HRS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-29
• S63 Uniform Securities Agent State Law Examination
  1982-08-18

Other Names

• M Ann Page
• Marilyn A Page
• Marilyn Ann Page
• M. Ann Page