George Frederick Verdone

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

• 04/2009 → Present
  Ubs Financial Services Inc
  Charlotte, NC

Previous Registrations

• 2001-12-31 → 2009-05-15
  Citigroup Global Markets Inc.
  Charlotte, NC
  Charlotte, NC

Other Businesses

VERDONE LP.,IT IS NOT INVESTMENT RELATED,THE ADDRESS IS 9210 KERNS RD ,HUNTERSVILLE NC 28078,IT IS A WORKING FARM SELLING HAY,MY POSITION IS A LILIMTED PARTNER FILING TAX RETURNS NO TITLE, LP STARTED IN 1997,I SPEND 1 HOUR A YEAR ON BUSINESS,NONE DURING BUSINESS HOURS,THERE ARE NO OTHER BUSINESSES OTHER THAN EMPLOYMEN WITH SB AND VERDONE LP . 2)TUMP LLC / 2422 OVERHILL ROAD CHARLOTTE,NC 28211 / OTHER/ OTHER PRIVATE LLC / ACTING AS MANAGER / OTHER / OWNER / MANAGE / START DATE 4/14/2014

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-08-23
• S63 Uniform Securities Agent State Law Examination
  1982-06-24

Other Names

• George Frederick Verdone
• George Frederick Verdone
• George Frederick Verdone Jr