Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Dickstein is a financial advisor at UBS Financial Services Inc., licensed to provide investment advisory services in New Jersey. Dennis has been in the financial services industry since August 14, 2012. Dennis holds the Securities Industry Essentials Examination (SIE) and the Series 99 - Operations Professional Examination licenses. UBS Financial Services Inc. is a large, established firm with over 1093486 accounts and more than $50 billion in assets under management. UBS Financial Services Inc. provides a variety of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals.
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
08/15/2012 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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