Unclaimed
John Charles Deangelis is a registered representative with UBS Financial Services Inc. John has been in the industry for over 4 years. John's primary office is located in New York, NY and John also has offices in Chestnut Hill, MA, Eastchester, NY and Bronx, NY. The firm's main office is located in Weehawken, NJ. UBS Financial Services Inc. has over 11,000 employees, has over $700 billion of assets under management and is a registered investment advisor with the SEC.
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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NY
01/13/2025 - Present
UBS Financial Services Inc. (New York NY)
Active
Inactive
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