Erin Brianna Ball

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

• 06/2017 → 11/2019
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 07/2016 → 05/2017
  Td Bank
  Concord, NH
• 11/2019 → Present
  Ubs Financial Services Inc.
  Manchester, NH

Previous Registrations

• 2019-04-23 → 2019-10-28
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2019-04-16
• S63 Uniform Securities Agent State Law Examination
  2017-07-20

Other Names

• Erin Brianna Donovan
• Erin Brianna Ball
• Erin Ball