Teresa Dahl

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

• 07/2006 → Present
  Ubs Financial Services Inc.
  Salt Lake City, UT

Other Businesses

1) NAME OF OTHER BUSINESS: Tasuil LLC / INVESTMENT RELATED?: YES / ADDRESS: 574 S 2250 W. Pleasant Grove, UT 84062 / NATURE OF THE BUSINESS: Real Estate / POSITION: Proprietor / owner / DUTIES:I will be paying taxes and expenses on the property. I will determine if I will develop or sell the land in the future. / START DATE: 11/13/2020 / HOURS DEVOTED TO BUSINESS: N/A 2) TED Partners, LLC, Purchase personal real estate, Proprietor / owner, Financial advisory/consultation, start date-11/25/2022, LehiUT United States84043 3) Triple T Capital LLC, Lehi Utah United States- 84043, Partnership, Real Estate, Purchase, sell and rent real estate, Financial advisory and consultation, start date- 2/1/2018, Consultation for family investment opportunities.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-17