Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabelle? Claim Your ProfileIsabelle Saurer is a registered representative with UBS Financial Services Inc., a firm that manages over $50 billion in assets. Isabelle has a combined 5 years of experience in the financial services industry and holds the Series 66 license. Isabelle has worked in various roles including at Standish Management LLC, Bain Capital, LP, Northeastern University and Equinox. Isabelle is currently registered in Connecticut, New Jersey, New York, Texas and Vermont.
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
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2
NY
01/28/2025 - Present
UBS Financial Services Inc. (New York NY)
Active
Inactive
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