Best Investors Account Sign in

Will Richard Sherry

Ubs Financial Services Inc.

Wayzata, MN

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-07-08
  • MN RA
    APPROVED
    Since 2024-07-08

Branch Locations

681 East Lake Street Suite 354, Wayzata, MN 55391 • 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
Ubs Financial Services Inc. Wayzata MN 04/2024 Present
Four Seasons Hotels And Resorts Minneapolis MN 10/2023 04/2024
Northwoods Industries Llc Marine On St. Croix MN 05/2023 10/2023
Northrock Partners Minneapolis MN 01/2023 05/2023
Gallagher Minneapolis MN 06/2022 09/2022
801 Chophouse Minneapolis MN 09/2022 01/2023
University Of Minnesota Minneapolis MN 09/2020 04/2021
J&D Manufacturing Inc Eau Claire WI 05/2020 09/2020
Baker National Golf Course Medina MN 04/2021 06/2022
Full-Time Student Eau Claire WI 04/2014 05/2020
  • 04/2024 → Present
    Ubs Financial Services Inc.
    Wayzata, MN
  • 10/2023 → 04/2024
    Four Seasons Hotels And Resorts
    Minneapolis, MN
  • 05/2023 → 10/2023
    Northwoods Industries Llc
    Marine On St. Croix, MN
  • 01/2023 → 05/2023
    Northrock Partners
    Minneapolis, MN
  • 06/2022 → 09/2022
    Gallagher
    Minneapolis, MN
  • 09/2022 → 01/2023
    801 Chophouse
    Minneapolis, MN
  • 09/2020 → 04/2021
    University Of Minnesota
    Minneapolis, MN
  • 05/2020 → 09/2020
    J&D Manufacturing Inc
    Eau Claire, WI
  • 04/2021 → 06/2022
    Baker National Golf Course
    Medina, MN
  • 04/2014 → 05/2020
    Full-Time Student
    Eau Claire, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-03
  • S66 Uniform Combined State Law Examination
    2023-11-03

View on SEC IAPD

Other Firms

MORGAN STANLEY
LARSON FINANCIAL GROUP, LLC
EDWARD JONES
WALLEYE CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GARDA CAPITAL PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC

Other Investors

JOSEPH ANTHONY DELMONICO
GREGORY CHARLES RIELAND
BRIAN JEROME WARPINSKI
JEAN PAUL PRENEVOST
ESTELLA MORA ECKART
JESSICA ROSE HINDERMANN
Keighley J Spott
GREGORY PAUL OLSON

Other Offices

MORGAN STANLEY · Wayzata, MN
LARSON FINANCIAL GROUP, LLC · Wayzata, MN
EDWARD JONES · Wayzata, MN
WALLEYE CAPITAL LLC · WAYZATA, MN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WAYZATA, MN
GARDA CAPITAL PARTNERS · WAYZATA, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAYZATA, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAYZATA , MN

More in Wayzata, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor