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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Fitzgerald salazar is a financial advisor with UBS Financial Services Inc., based in Houston, Texas. Ann has been in the financial services industry since 1986 and has a broad range of experience, holding licenses in Texas, and has been registered with UBS since 1995. Ann has held previous roles with various firms including TRANSAMERICA FUND DISTRIBUTORS, INC., AMERICAN CAPITAL MARKETING, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., A I M DISTRIBUTORS, INC. and DEAN WITTER REYNOLDS INC. Ann holds several professional designations and is a certified financial planner. In addition to her work with UBS, Ann also works part-time for her father's company, Omega Resource Group. Ann's focus is on providing financial planning and investment management services to individuals, families, and businesses. Ann is dedicated to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
02/23/1995 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
07/27/1992 - 01/09/1995
TRANSAMERICA FUND DISTRIBUTORS, INC. (HOUSTON TX)
NA
11/27/1990 - 08/27/1991
AMERICAN CAPITAL MARKETING, INC.
NA
05/02/1989 - 11/25/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/23/1987 - 04/21/1989
A I M DISTRIBUTORS, INC.
NA
05/22/1986 - 11/19/1987
DEAN WITTER REYNOLDS INC.
BOTH
Issued 08/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1998
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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