Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashwin? Claim Your ProfileAshwin Venkateswaran is a registered representative with UBS Financial Services Inc. Ashwin has been in the industry since March 8, 2024. He has passed the Securities Industry Essentials Examination and the Operations Professional Examination and is currently registered with FINRA and UBS Financial Services Inc. Ashwin is located at 1200 HARBOR BOULEVARD in WEEHAWKEN, NJ.
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
NJ
03/08/2024 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BC
Issued 03/08/2024
Series 99TO - Operations Professional Examination
BC
Issued 03/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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