Best Investors Account Sign in

Jeffrey Ralph Singer

Ubs Financial Services Inc.

Birmingham, MI

Birmingham, MI

CRD 1009341

Claim This Profile
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 2010-09-16
  • MI RA
    APPROVED
    Since 2010-09-16

Branch Locations

325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • United States

Birmingham, MI • 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
Prudential Securities Incorporated Bingham Farms MI 09/1989 Present
Mcdonald Investment Inc. Birmingham MI 03/2000 Present
Ubs Financial Services Inc. New York NY 02/2007 Present
  • 09/1989 → Present
    Prudential Securities Incorporated
    Bingham Farms, MI
  • 03/2000 → Present
    Mcdonald Investment Inc.
    Birmingham, MI
  • 02/2007 → Present
    Ubs Financial Services Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-02-23
S63 Uniform Securities Agent State Law Examination 1981-05-06
  • S65 Uniform Investment Adviser Law Examination
    1993-02-23
  • S63 Uniform Securities Agent State Law Examination
    1981-05-06

View on SEC IAPD

More in Birmingham, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor