Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hans is an investment advisor representative with UBS Asset Management (americas) LLC. Jeffrey has been in the industry since January 12, 2000. Jeffrey is licensed in New Jersey and New York. Jeffrey Hans previously worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. The firm provides investment management services to individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/23/2020 - Present
UBS Asset Management (americas) LLC (New York NY)
NY
03/29/2012 - 07/17/2020
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
01/13/2000 - 04/04/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/09/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Hans is the right advisor for you? Invested Better is here to help.
