Rebecca S. Sorensen

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

• 06/2001 → Present
  Ubs Financial Services Inc.
  Birmingham, MI

Other Businesses

JPMCDONALD PROPERTIES LLC; 2245 Charlevoix Rd, Petoskey, MI 49770; Property ownership-family; Partner; This is a small private company set up to own property with my two brothers, both of whom are clients; 2/13/2018; Business hours per month: No // PURE NORTH GOLF CARS LLC; 2245 Charlevoix Rd, Petoskey, MI 49770; Sell and lease golf carts; Partner; very limited-advisory only. No daily responsibilities; 3/1/2018; Business hours per month: No // AUTHOR; 5090 Brookdale, Bloomfield Hills, MI 48304; No; Privately Held; Start Date 12/15/2016

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-19
• S63 Uniform Securities Agent State Law Examination
  1993-01-29

Other Names

• Rebecca Suzanne Mcdonald
• Rebecca Suzanne Lewis
• Rebecca S Mcdonald
• Rebecca S Lewis
• Rebecca Suzanne Sorensen