Yordanka Slavcheva

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

• 03/2023 → Present
  Ubs Financial Services
  San Diego, CA
• 09/2012 → 03/2023
  Homemaker
  San Diego, CA

Other Businesses

1) Name of Business: Vasil Levski Education and Cultural Foundation./ Address: 4653 Carmel Mountain road San Diego CA United States./ Investment Related: No./ Nature: The main activity of the foundation has been to organize and run a Bulgarian language school, organize cultural and art events and coordinate folk dance groups. The school teaches Bulgarian children reading and writing, literature, history, and geography and introduces Bulgarian holidays, customs, and traditions. The classes are taught in Bulgarian by professional Bulgarian teachers. The school also offers a class in Bulgarian Folk Dancing for all students. The Foundation organizes a range of cultural events such as celebrations of Bulgarian national holidays, book signings, presentations, lectures about Bulgaria to the American public, and others./ Role: Member of Board of directors./ Duty: Participation in event organization, administrative duties, financial responsibilities including book keeping, fundraising, budgeting, cash management and disbursements./ Start Date: 2/5/2022./ Time Required: No.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-21

Designations

• Chartered Financial Analyst

Other Names

• Dani Slavcheva
• Dani Slavcheva