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Daniel Freireich

Ubs Financial Services Inc.

Pepper Pike, OH

Mayfield Heights, OH

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2023-09-01
NJ RA APPROVED 2023-08-31
TX RA APPROVED_RES 2018-01-16
CA RA APPROVED 2007-02-09
OH RA APPROVED 2007-02-09
  • ME RA
    APPROVED
    Since 2023-09-01
  • NJ RA
    APPROVED
    Since 2023-08-31
  • TX RA
    APPROVED_RES
    Since 2018-01-16
  • CA RA
    APPROVED
    Since 2007-02-09
  • OH RA
    APPROVED
    Since 2007-02-09

Branch Locations

30050 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • United States

Mayfield Heights, OH • 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
Mcdonald Investments Inc. Pepper Pike OH 05/1993 Present
Ubs Financial Services Inc. Pepper Pike OH 02/2007 Present
Previous Registrations
  • 2007-01-03 → 2007-02-09
    Keybanc Capital Markets Inc.
    Pepper Pike, OH
    Pepper Pike, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-20
S63 Uniform Securities Agent State Law Examination 1983-10-04
  • S66 Uniform Combined State Law Examination
    2006-12-20
  • S63 Uniform Securities Agent State Law Examination
    1983-10-04
Other Names
  • Daniel Freirech

View on SEC IAPD

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Other Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
WELLS FARGO CLEARING SERVICES, LLC · PEPPER PIKE, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CLEVELAND, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
ELIZABETH PARK CAPITAL MANAGEMENT, LTD · PEPPER PIKE, OH
VIRTERA PARTNERS LLC · PEPPER PIKE, OH
PNC WEALTH MANAGEMENT LLC · PEPPER PIKE, OH

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