Mary Osei Ampong

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

• 08/2025 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 03/2021 → 08/2021
  Unidine Cooperation
  North Wales, PA
• 06/2022 → 08/2022
  Temple University/Caring People's Alliance
  Philadelphia, PA
• 01/2023 → 05/2023
  Temple University
  Philadelphia, PA
• 06/2023 → 08/2023
  Executive Office Of The President
  Washington, DC
• 06/2024 → 08/2024
  Ubs Financial Services Inc.
  Weehawken, NJ
• 09/2017 → 06/2021
  Cheltenham Highschool
  Wyncote, PA
• 09/2014 → 06/2017
  Cedarbrook Middle School
  Wyncote, PA
• 08/2021 → 05/2022
  Temple University
  Philadelphia, PA
• 08/2022 → 05/2023
  Temple University
  Philadelphia, PA
• 08/2023 → 05/2024
  Temple University
  Philadelphia, PA
• 08/2024 → 05/2025
  Temple University
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20