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Mohammed Mofizul Islam

UBS Financial Services Inc.

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About Mohammed Mofizul Islam

Mohammed Mofizul Islam is a Registered Representative at UBS Financial Services Inc. Mohammed has been in the industry since July 2024. Mohammed is licensed in New Jersey. Mohammed has completed the Uniform Combined State Law Examination. Mohammed is also a member and owner of an LLC called Three Brothers 96 LLC which owns a business called Mo's Mini Mart located at 432 Union Avenue Paterson, New Jersey 07502. The business is a grocery store and is not investment related. Mohammed spent between 5 - 10 hours a week outside of work mostly dealing with paperwork and managerial functions of the business. The formation date for the business is 4/18/2022. UBS Financial Services Inc. is a registered investment adviser and is licensed in New Jersey and other states. The firm provides a range of financial services, including investment advice, financial planning, and portfolio management.

Firm Information

Mohammed Islam is currently registered with UBS Financial Services Inc.. UBS Financial Services Inc. is a corporation formed on June 30, 1969, headquartered in Weehawken, NJ. With over $50 billion in assets under management, the firm provides a range of advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. The firm has over 6,000 licensed agents, 9,000 investment advisor representatives, and 11,000 registered representatives, serving a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. UBS Financial Services Inc. is registered with the SEC and in all 50 states and Puerto Rico.
UBS Financial Services Inc.

1200 HARBOR BOULEVARD

WEEHAWKEN, NJ 07086

$702.39B

Assets Under Management

21,125

Total Clients

10,299

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Mohammed Islam’s Registration & Firm History

NJ

10/11/2024 - Present

UBS Financial Services Inc. (WEEHAWKEN NJ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mohammed Mofizul Islam.
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