Best Investors Account Sign in

Jacqueline Wendy Bianco

Ubs Financial Services Inc.

Sag Harbor, NY

New York, NY

CRD 1622856

Claim This Profile
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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-26
TX RA APPROVED 2004-11-05
  • NY RA
    APPROVED
    Since 2021-10-26
  • TX RA
    APPROVED
    Since 2004-11-05

Branch Locations

Sag Harbor, NY • United States

1285 Avenue Of The Americas 15 Thru 18Th Floors, New York, NY 10019 • 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. New York NY 11/2004 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-24
S63 Uniform Securities Agent State Law Examination 1997-03-14
  • S65 Uniform Investment Adviser Law Examination
    1997-03-24
  • S63 Uniform Securities Agent State Law Examination
    1997-03-14
Other Names
  • Jacqueline Wendy Calevbianco
  • Jacqueline Wenoy Calev
  • Jacqueline Calev

View on SEC IAPD

More in Sag Harbor, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor