Verified
Sadie Skadron is a financial advisor at UBS Financial Services Inc., a large firm with more than $50 billion in assets. Sadie is a Series 7TO, Series 66 and SIE licensed advisor with more than 10 years of professional experience. Sadie is registered in Minnesota and provides portfolio management services to individuals, businesses, and other entities, including charitable organizations, corporations, investment companies, and pension and profit-sharing plans.
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
MN
05/03/2023 - Present
UBS Financial Services Inc. (WAYZATA MN)
BOTH
Issued 05/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sadie Skadron is the right advisor for you? Invested Better is here to help.
